Client Area

Ashley Biglin

Chartered Financial Planner

I started my career in Financial Services in 2017 and since have become a Chartered Financial Planner. My main role day-to-day is working with new and existing clients to help achieve their financial goals and objectives. I am also a member of our Proposition Team, which involves regularly assessing and monitoring our centralised investment propositions, to ensure we continue to deliver the best solutions for our clients.

Specialisms
  • Trusts
  • Pension Advice
  • Investment Advice
  • Inheritance Tax Planning
  • Protection Advice
Qualifications
  • R01 – Financial Services, Regulation & Ethics
  • R02 – Investment Principles & Risk
  • R03 – Personal Taxation
  • R04 – Pensions & Retirement Planning
  • R05 – Financial Protection
  • R06 – Financial Planning Practice
  • AF1 – Personal Tax & Trust Planning
  • AF5 – Financial Planning Process
  • AF8 – Retirement Income Planning
  • LP1 – Life & Pensions Customer Operations
  • LP2 – Financial Services Products & Solutions
  • CF8 – Long Term Care Insurance

What's the Best Thing About Working at IFP?

I love the technical nature of my role, the different challenges and the fact that one day is never the same as the last. After building a personal relationship with my clients, it is extremely rewarding to help them achieve their goals and objectives, no matter how big or small.

Now for the personal part…tell us about you

My best times are spent socialising with friends, watching football, boxing, F1, and on holiday, sunning it up around the pool.

What's your favourite memory?

The birth of my little boy Jude, born in April 2023; he is a life-changer, a lovable bundle of joy.

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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