Why Choose Us?

While we stand out on a number of levels, it is the combined package which makes us different from the rest. Our holistic approach lets us work together to create solid foundations so you can achieve your long-term financial goals.
Expertise in all areas of finance planning
Practical advice and guidance
Dedicated financial planner

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.

No one size fits all approach
Range of flexible plans to suit you

We’re Chartered.

“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.

We take immense pride in our Chartered status, a recognition of our professionalism and commitment to qualifications, ethics, business practice and professional development. Not ones to rest on our laurels, we are on a continuous journey of enhancement, improving, investing and looking to expand the range of services for clients.

The Financial Vulnerability Task Force

The Financial Vulnerability Taskforce is a newly created independent representative body covering the Personal Finance Sector. Its ultimate purpose is to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of consumer vulnerability.

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

In January 2021 we achieved ‘We Invest in People’ silver accreditation.

Only 15% of organisations achieve silver, and it means that the right principles are in place but more than that, it means all of us at IFP are making active efforts to make sure we are consistent and that everyone in the organisation feels the effects.

Paul Devoy, CEO of Investors in People, said: “We’d like to congratulate Informed Financial Planning. Silver accreditation on We Invest in People is a remarkable effort for any organisation, and places Informed Financial Planning in fine company with a host of organisations that understand the value of people.”

We’re An Award Winning Finance Firm.

Excellence Acknowledged

Celebrating industry recognition, our awards showcase our commitment to excellence, affirming unparalleled expertise and client-focused service.

Elevating Client Experience

Our accolades not only symbolise financial expertise, but affirm our dedication to elevating client satisfaction and service standards.

See Our Awards

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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