""I have been a client of IFP for a long time, and I have always received excellent service. I recently made a top-up pension contribution, and the process was handled efficiently from start to finish. The fee structure was transparent from the outset, and the recommendation was clear. I would not go anywhere else for financial advice."
Your Local Financial Advisers in Barnsley
Expert advice and guidance from an award-winning financial adviser
Chartered
Independent
What Makes Us Different?
Chartered
Our corporate chartered status is important to us, reflecting our commitment to the highest ethics, best business practices, and ongoing development.
Client Focused
Client needs are front and centre, always, with financial advice and guidance shaped around your situation and long-term goals.
Independent
As independent financial advisers in Barnsley, we can consider all market options and use our experience and contacts to find the best solutions.
Our Services
- Personal Financial Planning
Personal financial planning
We take a flexible approach to tailored financial advice, appreciating changing lifestyles and financial circumstances along the way.
- Business Financial Management
Business financial management
From business investment to asset protection, cash flow analysis to workplace pensions, we provide in-depth advice and guidance.
- Retirement Planning
Retirement planning
Retirement planning is about more than just pensions, it takes in your wider financial situation and goals for the future.
Local Case Study
We’ve been prominent in the Barnsley area since our inception in 2004, helping businesses and individuals manage their finances. We cover the full range of financial services but have seen particular interest in retirement planning in recent years.
The importance of retirement planning and pension advice is reflected in the story of Andy and Gill, two clients who approached us back in 2017 following a personal recommendation. After meeting to discuss their situation, we were able to present a comprehensive plan for the future.
Why work with a financial adviser in Barnsley?
As a highly respected Barnsley-based financial services company, Informed Financial Planning has a strong following in the region.
Working closely with individuals and businesses, we appreciate their unique scenarios, individual goals, and the need for tailored financial advice.
Our personal recommendations reflect the quality of our advice, and our personable approach has seen many long-term clients become friends.
Find Us in Barnsley
Business hours:
9am - 5pm (4pm on Fridays)
9am - 5pm (4pm on Fridays)
Book a no obligation meeting at no cost to you
