Informed Financial Planning レビュー 187

Amazing service from greg and the team at informed financial planning .Having started my pension
drawdown everything was done to my requirements and on time . Would highly recommend for any financial needs .

Charlene and the team provided invaluable advice regarding my pension options.
I am very happy with the quality of service from the initial outset and throughout the whole process.

I would like to give more stars if it were possible
Joe Sanders was amazing throughout the whole procedure
Friendly/reassuring/competent and i never felt pressured into anything
Joe was very patient with me as I was going through a difficult time in my life
Plus my tech skills are pretty non existent
His assistant Jamie Cross was also very patient /friendly and explained everything to me well
Nothing but praise for these guys and the company

Gregg and his team have been good to work with and are always there to talk you through everything step by step. The advice given has been well informed, explained and they have listened to my situation and financial expectations. Overall, I am pleased with the performance of my financial portfolio and will continue to seek advice from them.

Professional, helpful and easy to deal with. Having been with them for a number of years, I can highly recommend.

I have recently worked with Darren to consolidate my pension arrangements having ignored them many years. He and his team were both professional and friendly and explained everything clearly including any costs associated with my options. I would definitely recommend Darren and IFP to anyone.

Had my regular review with Gregg who explained how the investments were performing and discussed any changes to my future requirements.
I find his knowledge and advice invaluable in planning my future expenditure and overall planning.
IFP as a company seem very progressive and innovative in bringing new products to my attention.

Excellent service - always kept up to date on any movements/changes and genuinely interested in my situation.

Reallly well backed up by Anita (P.A) who has always been friendly and helpfull with any queries.

Both my wife and myself would never have had the confidence and or the expertise to have retired when we did without IFP to help and guide us . Joe Saunders has been a fantastic help to us and hasn't hesitated to point out any flaws in the way we thought retirement would be funded. At the time that covid struck the guidance Joe gave was both strong and correct. My wife and I would like to take this opportunity to thank him for all his help. Everyone gets the same high quality of care . Thanks very much Kevin and julie

I would sum up my experience in dealing with Informed Financial Planning as "totally professional:.
Your advisor is always available and willing to discuss in detail any queries or concerns you may have and to provide honest feedback.

Each and every review we have attended we have been given comprehensive detail as to the performance of our investment and a clear understanding of its future expectations.

We are completely satisfied with IFP and would not hesitate to recommend them. What you want in retirement is to feel comfortable and have financial stability and guidance, this is what Informed Financial Planning provide.

Gregg was very friendly and very helpful, his advise was excellent and helped me with my pension needs. I would definitely recommend Gregg and is team.

Really grateful to Joe Sanders at Informed, so professional and on the ball with our investment portfolio. Would definitely recommend

I was recommended by 2 friend's who were both happy with this company. Darren was very informative, listened to me and has given me good advice, so far I I'm happy and would recommend.

A great company that provide an excellent informed service and listen to your needs. I have been a customer for many years and always receive comprehensive, up to date information on my investments with regular meetings and great communication. I recently added to my portfolio and the step by step guide and service in setting it up was fantastic. Would not hesitate to highly recommend Greg and the team.

An excellent professional company would recommend highly. Sound financial advice always there to answer any questions super service great communication

I have been dealing with Josh at IFP for nearly 2 years with regard to my pension. Great advice given from start to finish to ensure my income needs now and in the future are covered. Great communication and regular meetings/calls to ensure I understood income strategy, level of risk, tax planning etc and made sure I was comfortable with the decisions I had made. I would definitely recommend using this company for transparent and honest financial advice.

I've used Informed Financial Planning for a number of years to manage my pension and found the service to be excellent - responsive and informative. Regular review meetings and online tools have enabled me to track progress across my pension investments

Darren Goodall has always given us reliable, constructive advice explaining the outcomes of different options in a concise and easily understandable way.

IFP and Darren Goodall have, for many years, given me accurate, honest and reliable service and advice. I have complete trust in their work. The results in respect of my investments have always been positive.

We are very happy with our experience with Informed Financial Planning. Prior to making our investments we had long, frank and constructive conversations which covered everything we and IFP needed to know and understand. he whole process has been both efficient and thorough and conducted throughout with courtesy and understanding. We would recommend this service to anyone seeking advice, knowledge and help in investing their money.