Meet Our Clients

Working together, for one financial goal.

Our Clients

We work with a range of clients from corporate executives to business owners, entrepreneurs to professionals in all fields.

While we tend to focus on long-term client relationships, we also appreciate the need for one-off help and guidance from time to time. Flexibility is the key.

Client Testimonial: Andy & Gill

Andy and Gill, whom we first met in 2017, reflect the situation many of our clients find themselves in. Looking for specialist advice about their pension assets, they approached us after a recommendation by one of Andy’s colleagues.

 We met up, discussed their situation and the options available. This is their story, in their words…

Why Informed Financial Planning?

Informed Service Pricing

Our fee structure is simple and transparent, with no surprise fees later down the line.

Our Pricing

What Our Clients Think About Us

    "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

    "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

    "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs where & fulfilled all my wishes if I could give 10 stars I would."

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