Client Area

Laura Barber

Senior Client Services Executive

On a day-to-day basis I speak with providers, resolving queries, obtaining information and chasing applications, as well as clients, assisting with their queries, updating them with progress and processing any changes. I also arrange client meetings, attend internal meetings and basically liaise between the adviser, client and product/service providers.

Qualifications
  • R01 – Financial Services, Regulations & Ethics
  • R05 – Financial Protection
  • LP2 – Financial Services Products & Solutions
  • Level 2 Diploma in Team Leading
  • Level 2 Business Administration

What's the Best Thing About Working at IFP?

I like that we all work together, it doesn’t matter what team you are on, if someone, or a certain team, are struggling with the work everyone will chip in to help out.

Now for the personal part…tell us about you

Outside of work my spare time is usually playing taxi driver for my daughters to their dance classes, so I thought I’d have a go myself and recently joined a local dance class. I also like to relax with a good book, and a glass of wine or two always helps.

Give us a fun fact

Currently no pets, although this may change with the amount of Dachshund puppies we keep looking at!

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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