Informed Financial Planning

My wife and i have dealt with the team at ifp for over 10 years. their continued focus on doing the right thing for their clients, coupled with a very friendly and professional approach is really refreshing. we continue to recommend the team and, of course, joe sanders who looks after us directly. really personal service. thanks again!

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.

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.

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.

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