Client Area

Cassandra Fallowfield

Technical Administrator

As a member of the client support team, I provide our advisers with technical and administrative support. This includes the production of client review packs, addressing non-advice queries, providing general information, and making the client’s experience as smooth as possible. 

What's the Best Thing About Working at IFP?

In all seriousness, the staff! I enjoy being part of such a supportive team and having the ability to develop my knowledge through work-based learning. Nothing more to add…a great place to work.

Now for the personal part…tell us about you

As an archaeologist and qualified diver, my hobbies and pastimes are varied, to say the least. I’m also in the middle of renovating my house, love to travel and explore all things history (no surprise there).

What's your favourite memory?

My favourite memory was getting married at the Roman Baths; it was such a unique experience and a day that incorporated all my favourite things!

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."

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