Informed Financial Planning

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Reviews

1. yoghini nagandran ★★★★★

   Ashley and the team were incredibly efficient, helpful, and knowledgeable. Everything was completed promptly and with great care. I’m extremely happy with the service and would highly recommend them to others!

   almost 2 months ago
2. Julie Hunt ★☆☆☆☆

   We had been with this company for 6 years and then they shared personal details with another company without our consent. They said they don't feel they can support us anymore as they wanted to work with portfolios with larger amounts. They told us in writing after they had made the decision to pass personal details to another company.

   almost 4 months ago
3. Joe D ★★★★★

   Exceptional advice and outstanding service. The advice has been extremely thorough, well constructed and addresses all the issues. The overall service has been incredibly responsive, efficient and a real pleasure. I could not recommend IFP and Joe Sanders more highly.

   1 year ago

1. Maggie Casey ★★★★★

   I have been a client of IFP for a long time and I have always received an excellent service. I recently made a top up pension contribution and the process was handled efficiently from start to finish. The fee structure was made transparent from the outset and the recommendation was clear. I would not go anywhere else for financial advice.

   1 year ago
2. Katy Campbell ★★★★★

   John at IFP is fantastic. Really knows his stuff and is able to advise accordingly. Always feel I'm with a safe pair of hands. Great to deal with.

   almost 3 years ago
3. Dawn Thompson ★★★★★

   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.

   almost 3 years ago

1. Phil Pace ★★★★★

   My parents have been a client of Informed Financial Planning for well over 15 years and have had excellent service from Gregg Crawford and the team for all of those years. They have been very pleased with the service offered and the recommendations most of the time. They are not perfect, the odd recommendation didn’t go as planned, I’m sure all IFA encounter this, it was quickly resolved to my parents satisfaction though. My father passed away in 2021 and Gregg and his team were there to assist in sorting out the transfer of investment etc into my mother’s name and made recommendation for changes to investments due to the change of circumstances. Informed Financial Planning are not the cheapest nor the most expensive, but I feel their fees are fair based on the service they offer. I would recommend them to anyone seeking financial advice

   almost 3 years ago
2. Steve Billingham ★★★★★

   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.

   almost 3 years ago
3. Sue Clark ★★★★★

   I have been dealing with Josh at IFP for nearly 2 years with regard to my pension. He was very professional yet friendly whilst reviewing my pension options / income projections and I felt comfortable that I was given the best advice to suit my income requirements for now and in the future. He always made sure that I fully understood what I was being informed of in regard to strategy, risk and tax planning. I would totally recommend using this company with regard to financial planning and the fees etc are completely transparent, fair and fully explained prior to any commitment.

   almost 4 years ago

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