"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."
Why Choose Us?
We Are Independent.
Our independence allows us to consider all market options, meaning we are able to access the entire market to find the best products for your situation.
We are authorised to advise on the full range of financial planning services. These are complex areas that require special qualifications and permissions.
“We are extremely proud of our Chartered status”
We were the first firm in Yorkshire to achieve Corporate Chartered Status. This is awarded by the Chartered Insurance Institute (CII) to firms who demonstrate commitment to developing knowledge, enhancing capability and maintaining ethical standards.
The Financial Vulnerability Task Force
We voluntarily follow 9 statements under a set Charter which ensures we have the highest standards when dealing with those in vulnerable circumstances. We obtained this accreditation in February 2021.
Investors in People - Silver
We’re An Award Winning Finance Firm.
"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."