Client Area

Aaron Platts

Junior Paraplanner

I’m part of the team that puts together reports with our recommendations for clients. This means I conduct research to evaluate products and see how they fit with each client’s financial goals, as it’s important to cater to everyone’s individual needs. It’s important that the work I do and the outcomes that come from this are detailed to our clients in an easy-to-understand way.

Qualifications
  • R04 – Pensions & Retirement Planning
  • R05 – Financial Protection

What's the Best Thing About Working at IFP?

The best part of my job is working for a company that helps clients achieve their financial goals. I enjoy the research involved in finding the best solutions, and I enjoy been part of an amazing team who are all looking to make a positive impact.

Now for the personal part…tell us about you

At the moment I am spending the majority of my spare time with my family. Me and my partner have a little boy who was born in June. He enjoys been outside, so we spend a lot of time walking. I also support Hull City and try and get to as many home and away games as possible.

Give us a fun fact

I have got a 180 in darts and a hole in one in footgolf, both just a fluke.

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 were & fulfilled all my wishes if I could give 10 stars I would."

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