Client Area

Expert Financial Advice in Hull

Providing expert financial advice and guidance to individuals and businesses in the Hull area.

What Makes Us Different?

  • Independent

    Experienced independent financial planners in Hull, delivering financial advice with a commitment to finding the best solutions for you.

  • Chartered

    Proud of our corporate chartered status, we are committed to professionalism, employee development and best industry practices.

  • Personable

    We are personable, approachable and available when required, providing focused corporate and personal financial advice in Hull.

    • Our Services

    Local Case Study

    Founded in 2004, we have helped hundreds of clients in the Hull area over more than twenty years. Numerous local successful case studies include personal and business financial services.

    Back in 2017, Andy and Gill approached us for specialist advice about their pension assets and retirement plans. One of Andy’s colleagues recommended us, so we met to discuss their plans, financial situation, and options going forward.

    Find out more about their story

    Why work with a financial planner in Hull?

    At Informed Financial Planning, we take great pride in our place as leading independent financial planners in Hull. Each client and business is unique, requiring tailored financial advice designed to meet their specific goals. 

    Personable and approachable, over the years, we have developed many long-term relationships guiding clients through different stages of their lives and regulatory changes.

    What Our Clients Think About Us

      Joan Dennison

      Friendly and professional

      "We requested a pre-retirement check of our finances. The cost of any advice and future charges was made clear and, following a comprehensive review of our existing finances, a full report was provided with recommendations. James was friendly but professional, answered all our questions clearly and we felt under no pressure to proceed with any of the recommended investments."

      Dawn T

      The whole process was very easy

      "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."

      Michael K

      Most professional company I've dealt with

      "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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