Client Area

Chloe Longmore

Technical Administrator

A typical day will involve putting together presentation packs for clients, chasing information requests and writing annual suitability letters. With new clients, I ensure we have all of the initial information required and, for existing clients, the correct forms for things such as top-ups and drawing income from their pensions. 

What's the Best Thing About Working at IFP?

The best thing about working at IFP is the working environment! Everyone is so supportive and makes the job enjoyable! When I joined IFP, I didn’t know many people from the area, but everyone in the company helped me feel welcome, involved and supported.

Now for the personal part…tell us about you

Outside of work, I enjoy going on adventures to the beach and getting ice cream with my crazy boxer puppy Ledley and my boyfriend. Spending most of my spare time trying to tire out my boxer is tiring!

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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