Client Area

Chloe Lumb

Client Services Administrator

As a key part of our client services team, my role involves providing support to the Advisers and overseeing administrative tasks. This involves interacting with clients and delivering an excellent standard of customer service.

What's the Best Thing About Working at IFP?

The people! I'm enjoying learning about the company.

Now for the personal part…tell us about you

Outside of work, I enjoy socialising with friends and family. When I'm not spending time with my daughter and our cavapoo, Reggie, I'm either at the gym or the pub haha!

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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