Informed Financial Planning Recensioni 187

A colleague introduced me to IFP a number of years ago and I have been delighted with the service and advice I receive from the outset. Be it from senior management, my personal financial advisor or the office support staff, communication is swift, efficient and friendly - there has never been an occasion when my email or phone call has not been dealt with promptly, which is a rarity these days.

The advice I receive is clearly presented and it is never too much trouble to answer my questions.

If anyone is in the market for financial advice, I would happily recommend IFP.

Consistent high level of service over long term.
Would highly recommend

I have been a client of IFP for c4 years following a pension transfer, dealing with Joe Sanders.

The advice received from Joe has at all times been professional, balanced and appropriate relative to my financial aims and goals, aided by the regular six monthly strategy reviews.

The focus from Joe / IFP is on a long term relationship and the overall performance of the funds have been good and the challenges of Brexit and Covid have been well managed.

Darren Goodall has been advising us for over ten years

on Investment planning: IHT matters: Pension funds & keeping us up to date with changes in legislation and the financial markets.
Last year Darren advised me on the Pension Fund which could be actively managed or re balanced to try and ensure the investment remains suitable to my needs and expectations. The current pension fund portfolio did not provide these facilities and advised on a transfer.
This transaction included a considerable amount of "paper work" which was all dealt with by IFP leaving me with minimal amount of input.
The administration of the pension by the provider is being constantly monitored by IFP given me further reassurance on this important matter.
If we have any queries on our investments we know we can just contact Darren/ IFP.

I had seven seperate pensions and no idea what they were worth, or even if they would allow me to retire when I wanted to. I put off getting a professional involved and in hindsight that was silly. IFP have dealt with sorting all of this out in an efficient, friendly and professional manner. At least one of my pension providers were less than helpful, but IFP got that sorted and I now have one Composite Retirement Account where I can track the value easily. We have just completed our annual review with IFP (by video as it is 2020) and I was pleasantly surprised how well the CRA has coped with the problems of 2020 with an overall 4% increase in net value.
I have recommended IFP to a friend/collegue and I tihnk that says it all.

I approached IFP some years ago now as I had a frozen personal pension and a number of dormant company pensions that had accumulated over the years that I had no idea what to do with, whether they were in the right place or could do better elsewhere, but where?
Darren from IFP came out to my house and went over what I had, went through my finances and attitude to risk and explained in simple terms what the best options were.
Ultimately, I opted to merge them all into a particular pension scheme that Darren proposed and I have been very happy how it has performed, even with the recent events like covid, brexit etc. Darren is very knowledgeable and professional but explains things in a way that us none financial types can understand.
I also get a yearly home visit (remote via Zoom for this year under the circumstances) to review finances, the schemes performance over the year and to make any necessary changes.
All in all, I would very much recommend IFP’s services.

We have had great service from Darren Goodall at IFP as our Financial Advisor after signing up a couple of years ago. As well as the usual skills; trustworthiness, reliability and professionalism he is incredibly easy to talk to. His approachability combined with expertise in all matters financial make for a super partnership. As someone who does not particularly like to discuss money and financial dealings I have found Darren to be the perfect person to talk to. It is great that he listens to your individual concerns and definitely does not have a one size fits all approach. After a very difficult year for everyone Darren's advice has proved to be good and we are very happy with how our pensions are progressing through such choppy waters. This is a relief; long may it continue! Thank you Darren.

We have been using informed Financial Planning for over 20 years and have always found them very professional and their advice and service second to none. Nothing has ever been too much trouble.
We never feel rushed or pushed into anything that is not suitable for our needs.
Our particular adviser is excellent. He listens, makes notes and then shows us all the options available to us and gives us his professional opinion. All explained in a simple down to earth way that we understand. Crucially the final decision is ours and we have never felt swayed a particular way. Our best interests have always been at the forefront.
Communications are excellent, either by phone, email or when we were allowed actually in person.....at a time and place to suit us.
Excellent service in all aspects highly recommended for all your financial affairs. Long may it continue......

Darren at Informed Financial Planning has been my financial adviser for many years and I trust his judgement implicitly. He has sound judgement and gives me no nonsense advice that always leaves me comfortable with my current and long term situation.

Darren’s annual review is always punctual, precise and thoroughly professional. It is always fully explained in terms that I can understand. I usually have a number of questions that I save for the meetings and they are always answered there and then. Since the last annual review I needed advice on adding to my portfolio, the advice and response from Darren and his team was prompt and my decision expedited immediately. I felt very satisfied with Darren’s advice and suggestions as to which scenario would best suit my financial situation. I am really glad that I decided to use IFP while working and since my retirement, knowing that Darren is only a phone call away and that my finances are in good hands especially through these unstable times.

I was very happy with the service that I received and Gregg was happy to answer questions and to listen.

One criticism is that I needed to wait quite a long time to get the documents to complete and then the advice to move forward. I appreciate that Covid has led to working being more difficult in 2020, so the lenghty time might be due to that.

Professional and clear advice throughout. No hesitation to tell me openly what possible and what could be done elsewhere. Extremely open and very happy indeed.

IFP and, in particular, Gregg Crawford were thorough and helpful throughout.

My wife and I have been clients of Informed Financial Planning for a number of years now - dealing exclusively with John Copsey. I retired in April 2019 and leading up to that momentous date John has been advising us on a regular basis on Pension and Investment opportunities that would benefit us in the short, medium and long term. I must say that the advice given has been absolutely spot on, and the planning and administration of our move from full time employment to retirement has been handled incredibly professionally and compassionately with the sole aim of maintaining our standard of living whilst ensuring what hopefully will be a long happy and comfortable retirement.
John has become a valued, close personal friend and we both trust him implicitly for his care and advice and I would like to pay tribute to him for his guidance and expertise. It has been invaluable for us and hopefully will continue to be for many more years to come. Thank you IFP and John Copsey in particular. Highly recommended!!

We have been clients of Informed Financial Planning for nearly 10 years and highly recommend them. Gregg Crawford and his team are friendly, professional and efficient. Gregg has always given us outstanding advice and support, and everything is always well explained. Thanks to Gregg we always know exactly where we stand with our finances, and we know everything is in place to meet our current and future needs and goals.

From our first meeting which was quite a few years ago Darren Goodall has been really proactive in structuring and managing our portfolio and his ongoing support has been invaluable. I would have no hesitation in recommending Informed Financial Planning.

Informed Financial Planning (IFP) advise me on all aspects of finance and after an annual meeting provide me with a full annual report with their recommendations. This they have done for the last 10 years and have a dedicated personal advisor. The report and recommendations take into account all aspects regarding investment, withdrawals and tax benefits. They now also do this for my wife and consider her future finances taking into consideration her pending retirement. IFP advisors are always available for swift personal contact and response.

Excellent advice that has helped us with planning our finances. No pressure in making a decision. Wouldn't hesitate to recommend to anyone.

We have been a client of IFP for nearly 5 years and only have positive things to say about them. They have a tremendous depth of knowledge, have an ability to explain and recommend complex financial concepts to us and most importantly have delivered impressive gains for our financial wealth. We have found Gregg Crawford a great IFA and would thoroughly recommend their services

The IFP team listened to my aims, put a plan together to achieve these goals with advice which met my needs for the future. Great communication throughout the full process. Highly recommend Gregg Crawford and his team to anyone who wants sound financial planning and tax efficient advice.