Client Area
Your Finance partner

Our Services

Helping you make important decisions, to protect your financial future

Personal and Business Financial Planning

Simple straightforward advice, no jargon and no undue complications, this is our ultimate goal. It’s our job to resolve the complexities of financial planning, putting plans in place, so you don’t have to.

Simple approach to what can be difficult issues
Open and transparent guidance every step of the way

What Our Clients Think About Us

    Andrew M

    An excellent service all round

    "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."

    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."

Exclusive Event: Wealth Management Workshop - Building & Protecting Your Money.
Secure your place

Looking to manage your wealth effectively? 

Informed Financial Planning invites you to an exclusive event, Wealth Management Workshop – Building & Protecting your Money, tailored for individuals who have accumulated wealth and seek clarity regarding their often-complex financial situation. Spaces are limited.
Register Here