News & Articles

Lydia has been a part of our Client Services team for 2 years, and she's built some lovely relationships with our clients. Read on to find out why her job role is more than she expected!

A look at how business owners can plan the shift from earning through their business to drawing a sustainable income from the personal wealth they’ve built.

Josh never planned to work in financial services. Now, he is Managing Director at a Chartered financial planning firm. Find out about his story, career progression, and advice for future employees in this interview!

A look at why managing wealth in retirement requires a different approach, balancing growth, income, tax and long-term security as your priorities begin to change.

In this Market Commentary, we reflect on a more uncertain economic backdrop, with persistent inflationary pressures, political uncertainty and mixed economic data continuing to shape the outlook for investors.

Lewis has recently transitioned to be a Chartered Financial Planner, after almost 10 years in Compliance. In this interview he delves into how he's been supported.

Most people worry about picking the right funds, but over a lifetime it's investment discipline, staying put when your instincts say otherwise, that tends to shape the outcome more.

Elaine has been at Informed Financial Planning since the start. Now, she is Front of House Executive; the friendly face who greets everyone! She has watched IFP grow and has some wonderful stories to share.

Most owners quietly plan to sell the business one day and lean on it as their pension, so here's how that reliance builds up without you ever deciding on it, and why it's worth having a plan that doesn't rest on a single sale.