"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."
Expert Financial Advice in Hull
Providing expert financial advice and guidance to individuals and businesses in the Hull area.
Chartered
Independent
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
- Personal Financial Planning
Personal financial planning
From savings to investments, retirement planning to protection and more, we provide tailored financial advice for your situation.
- Business Financial Management
Business financial management
We provide comprehensive business and financial management in Hull, including protection, investment and workplace pensions.
- Retirement Planning
Retirement planning
From pensions to savings, inheritance tax planning to cash flow analysis, and more, we can help you plan for the future with confidence.
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.
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.
Find Us in Hull
Business hours:
9am - 5pm (4pm on Fridays)
9am - 5pm (4pm on Fridays)
Book a no obligation meeting at no cost to you
