Client Area

Caitlin Savill

Client Services Apprentice

As a part of the client services team, I work closely with clients over the phone or by email, answering any questions and referring to the adviser when needed, aiming to be friendly and helpful.

Day to day, I create growth spreadsheets, book meetings, prepare and send documents to the client, and chase outstanding information. That’s on top of studying for my apprenticeship.

What's the Best Thing About Working at IFP?

The other staff members are all friendly and happy to help. There is a relaxed and productive working environment

Now for the personal part…tell us about you

In my spare time I love to get cosy and relax whilst reading. I love spending time with my family, going on long walks and travelling.

Give us a fun fact

In 2024 I read 50 books!

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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