Client Area

Jacob Liversidge

Client Services Executive

As a trainee, I provide various admin services to the corporate services team and technical staff. When a colleague requires a presentation pack for meetings and review packs for clients, they usually come to me. I also liaise with clients to book appointments and ensure the relevant documentation is ready.

Qualifications
  • R01 – Financial Services, Regulations & Ethics
  • R04 – Pensions & Retirement Planning
  • LP2 – Financial Services Products & Solutions

What's the Best Thing About Working at IFP?

I love the variety of work I get to do as a part of 2 different departments, enhancing my knowledge and building my experience. We have a great team in the office and a vibrant, helpful and welcoming working atmosphere. If you have any questions or queries, there is always a colleague on hand to help.

Now for the personal part…tell us about you

You will often find me on long road trips, with the Highlands of Scotland a regular destination. Driving is one of my main hobbies, whether travelling around the UK on away days or attending sporting events like karting. I also have a loyal and loving dog; great company on my travels!

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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