Client Area

Zoe Garner

Client Services Administrator

As part of the client services team, I take calls from clients and service providers, answering queries and helping where I can. I’m also involved in monitoring the debtors list, booking client meetings, chasing outstanding documentation from clients and providers as well as invoicing. We are the central contact for clients, advisers and providers.

What's the Best Thing About Working at IFP?

For me – my role is very flexible with hours and also working from home is brilliant. I enjoy working with people here too which is an added bonus. From the moment I joined as a temp in 2019, to gaining a permanent role in 2020, my colleagues have been welcoming, helpful and very supportive.

Now for the personal part…tell us about you

After the hustle and bustle of a busy week, I prefer to spend my spare time relaxing, cooking and chilling with my friends and family. I also have a creative side, and enjoy colouring, painting and literally decorating everything in sight. My favourite place to visit is probably Amsterdam, I’ve been more times than I can count!

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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