Client Area

Lydia McGuinness

Client Services Administrator

As a member of the Client Services team, I serve as the central point of contact between clients and providers. My role involves addressing queries, scheduling meetings, and managing documentation to ensure smooth communication and operations. I’m here for the clients (and advisers) to make sure nothing gets too much.

What's the Best Thing About Working at IFP?

Hands down…the people! Even though I’m the newest member of the team I feel like I’m part of the furniture already. We all work together as one team and support each other, there is always a friendly atmosphere and fantastic team building challenges happening to help us become even closer.

Now for the personal part…tell us about you

I love a good series on Netflix. There is nothing better than getting all cosy with your favourite snacks and binge watching a series – that being said a sunny holiday abroad might just beat it. I am an avid sun worshiper and love my holidays, my favourite destination is Turkey where I have previously done paragliding and parasailing.

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."

Book a no obligation meeting at no cost to you