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レビュアヌのコメントを芋おみたしょう

5぀星のうち5の評䟡

Fabulous experience with Darren from IFP! I thought I knew a thing or 2 about finance, but my knowledge doesn't come close to Darren's. His advice and guidance has been invaluable! No 'one size f... もっず芋る

䌁業が回答したした

5぀星のうち5の評䟡

With various pension pots between us my hubby and I contacted IFP after doing some internet research and reading great reviews about Darren Goodall. From our initial free meeting we knew that Darr... もっず芋る

䌁業が回答したした

5぀星のうち5の評䟡

Joe and the team at Informed Financial Planning have been a pleasure to work with and have explained everything about my pension and investments in a way that is easy to understand. The fact they are... もっず芋る

䌁業が回答したした

5぀星のうち5の評䟡

I have found Darren Goodall of Informed Financial Planning to be a very good financial adviser. He asks a lot of questions and really listens to your plans about life going forward. He not only advise... もっず芋る

䌁業が回答したした

䌁業情報

  1. 金融コンサルタント
  2. ファむナンシャル プランナヌ

さたざたな倖郚゜ヌスから提䟛された情報

Informed Financial Planning are an award-winning firm of Independent Financial Planners with Corporate Chartered Status. Our mission is to help our clients make smart financial decisions through building relationships based on uncompromising trust, knowledge and expertise. We accomplish this by offering holistic and comprehensive financial advice to help our clients prioritise and achieve their life goals. Our range of services include retirement planning, investments, tax planning, insurance and cash management. We are 100% employee owned and totally independent, meaning we can provide advice relating to products from the whole of the market.


連絡先


4.9

優良

TrustScore 5段階評䟡の5

187件のレビュヌ

5぀星
4぀星
3぀星
2぀星
1぀星

この䌁業のTrustpilot 利甚方法

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5぀星のうち5の評䟡

Support as and when needed

Darren has had a long term relationship with our Trust and has always addressed any investment queries that we might have had, promptly and efficiently. He has been good to work alongside for several years.

2022幎6月6日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi John

Many thanks for taking the time to leave a 5* review. We're delighted that you are happy with our service. Thanks for your support over the years!

Kind regards,

Ellie Dickens
Business Development Executive

5぀星のうち4の評䟡

Josh at IFP gave me sound useful advice


Josh at IFP gave me sound useful advice in a clear and concise way. Very professional.

2022幎5月10日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Nick

Many thanks for taking the time to leave IFP a review. We're delighted that you are happy with Josh's service and would like to thank you for being a loyal client over the years.

Kind regards,

Jessica

5぀星のうち5の評䟡

Very Informed

Joe Sanders gave us excellent service, advice and the communication is very good. Very good value for money.

2022幎4月24日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Chris

Many thanks for taking the time to leave a 5* review. We're delighted that you are happy with Joe's service and believe you are getting value for money. Thanks for your support!

Kind regards,

Jessica

5぀星のうち5の評䟡

I have found working with Informed


I have found working with Informed Financial Planning to be a satisfactory experience. The staff are efficient and pleasant and always happy to answer questions. My personal adviser, who has advised me on my pension for a number of years, is knowledgeable and I always feel has my best interests at heart. Our annual meetings are always useful and he is a sociable and friendly person to deal with. The company are also flexible about how we meet and through the pandemic have been happy to meet via online platforms.

2022幎4月11日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Erica

Many thanks for taking the time to leave a 5* review. I'm delighted that you are happy with IFP's service and you felt supported through the pandemic. Thank you for being a loyal client over the years!

Kind regards,

Jessica

5぀星のうち5の評䟡

I have received very professional


I have received very professional service from John Copsey at IFP. Advice has been given in a clear and easy to understand fashion. John has a personable approach but one which gives me confidence in the expertise being offered.
He has IFP's well established performance as back up together with excellent administrative support from the team.
I would hesitate to highly recommend IFP.

2022幎4月10日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi JH

Many thanks for your kind words and taking the time to leave a 5* review. I'm delighted that you are happy with John's service (and the rest of the team!).

Thanks once again for your support.

Kind regards,

Jessica

5぀星のうち5の評䟡

Retirement advice

Having decided to retire, Joe at IFP helped us to define and cost out our desired lifestyle. This was a really helpful process. Knowing that we can retire and be able to afford to continue to do all the things we want to do is totally liberating.

His patience, expertise and advice has been brilliant. Knowing he's in our corner is very reassuring.

2022幎4月7日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Steve!

Many thanks for taking the time to leave IFP a 5* review. I'm delighted that you're happy with Joe's service and would like to thank you for all of your support over the years!

Kind regards,

Jessica

5぀星のうち5の評䟡

I would highly recommend Informed


I would highly recommend Informed Financial Planning. Very professional and approachable.
Very understanding to your needs.

2022幎4月6日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Mike

Many thanks for your 5* review and your recommendation of IFP. We really appreciate your support.

Kind regards,

Jessica

5぀星のうち5の評䟡

Confidence

We are very happy with the service provided by Joe Sanders from Informed Financial Planning and have confidence in the advice which we receive.

2022幎3月20日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Jackie

Thank you so much for your 5* review. I am delighted to hear you are happy with Joe's service and I'll be sure to pass the kind words on!

Kind regards,

Jessica

5぀星のうち5の評䟡

IFP - A Great Team

My wife and I have been with IFP for quite a few years now and the service we have received has been excellent. We are very pleased that IFP are our financial advisor's. It is always a pleasure to deal with the team members, nothing is too much trouble.

2022幎3月9日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Chris

Thank you for your kind words and taking the time to leave a 5* review. I am delighted that you are happy with the team and thank you for being a loyal client over the years.

Kind regards,

Jessica

5぀星のうち5の評䟡

Very happy with IFP you get a


Very happy with IFP you get a professional and knowledgeable service

2022幎3月9日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Steve

Many thanks for leaving IFP a 5* review. Thank you for your support and kind words, we're delighted that you feel our service is professional and knowledgable.

Kind regards,

Jessica

5぀星のうち5の評䟡

Having trusted Joe and IFP for several


Having trusted Joe and IFP for several years I would highly recommend. I left my recent meeting knowing that my current needs, future aspirations, were understood and that IFP would give me the best advice to achieve these financial goals.

2022幎3月2日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Luke

Many thanks for taking the time to leave Joe a 5* review. We really appreciate the support and thank you for being a loyal client over the years.

Kind regards,

Jessica

5぀星のうち5の評䟡

Support and advice provided by IFP

Support and advice provided by IFP, particularly Jo is always prompt and timely. Jo is very patient. I'm a very cautious person, however over the many years I have dealt with IFP they have always provided very balanced advice which has allowed me to make informed choices regarding my financial situation and I have never been pressured into making any financial decisions.

2022幎3月1日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Lyn

Many thanks for taking the time to leave Joe a 5* review. We really appreciate the support and we're delighted that you are happy with the service that IFP provide.

Kind regards,

Jessica

5぀星のうち5の評䟡

Having been with IFP for a number of


Having been with IFP for a number of years now I have no problem recommending IFP for any financial advice. Have also recommended 2 people from work who I believe are equally satisfied.
Kev Rial

2022幎2月15日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Kev

Many thanks for the brilliant review and for recommending us to 2 of your colleagues. We really appreciate the support and I'm delighted that you are happy with IFP's service!

Kind regards,

Jessica

5぀星のうち5の評䟡

Friendly, effective service

We have been very happy with all the help and guidance we’ve received to manage our retirement finances. Greg has always been a pleasure to deal with, taking time to get to know us.

2022幎2月10日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Sue

Many thanks for taking the time to leave Gregg and the team a 5* review. We greatly appreciate your support and we're delighted you are happy with Gregg's service.

Kind regards,

Jessica

5぀星のうち5の評䟡

Greg and his team are the best

Greg and his team have always done a five star job for me with my pension if I didn’t understand anything Greg would be there to explain it no matter how small a detail it was. Thanks Greg

2022幎1月14日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi John

Many thanks for taking the time to leave a five star review. I am delighted to hear that you are happy with Gregg's service and I'll be sure to pass your kind words on. Thank you for being loyal clients over the years and thank you for your support.

Kind regards,

Jessica

5぀星のうち5の評䟡

Highly recommend

I have found Darren Goodall of Informed Financial Planning to be a very good financial adviser. He asks a lot of questions and really listens to your plans about life going forward. He not only advises how best to structure your finances to achieve those plans but also challenges ideas you may have for better ways of achieving your goals.

2022幎1月10日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Marie

Thank you so much for taking the time to leave IFP a 5* review. I'll be sure to pass your kind words on to Darren and we're delighted that you're happy with his service.

Kind regards,

Jessica

5぀星のうち5の評䟡

Very friendly and knowledgeable people

Very friendly and knowledgeable people. Gave us good, easy to understand advice. A first class experience all round.

2021幎12月23日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Alec

Many thanks for leaving a 5 star review and apologies for the delay in replying. We are absolutely delighted that you're happy with our service and I've made sure to pass your comments on to Gregg and the team.

We look forward to our continued relationship in the future.

Kind regards,

Jessica.

5぀星のうち5の評䟡

Professional

Professional, Friendly and Efficient service. Would recommend

2021幎11月14日
自発的なレビュヌ
Informed Financial Planning ロゎ

Informed Financial Planning からの回答

Hi Ann

Many thanks for taking the time to leave a 5* review. We really appreciate your support and we're delighted that you're happy with our service.

Kind regards,

Jessica

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