Informed Choice Ltd is a financial services company based in Petersfield, England. They specialize in providing expert financial advice and planning to their clients. Their team of experienced financial advisors and planners work closely with clients to understand their unique financial goals and develop personalized strategies to help them achieve success. Informed Choice Ltd is committed to providing high-quality financial services and helping their clients make informed choices about their finances.
Introduction to Informed Choice Ltd
Informed Choice Ltd is a financial services company based in Petersfield, England. The company was founded with the purpose of providing expert financial advice to individuals and businesses. With over 25 years of experience, the company has become a trusted source for financial planning and investment management. What sets Informed Choice Ltd apart from other financial advisors is their commitment to providing independent and unbiased advice to their clients.Services & products
Informed Choice Ltd offers a range of financial services including retirement planning, investment management, and tax planning. They also provide advice on mortgages, insurance, and estate planning. Clients can expect personalized financial plans tailored to their specific needs and goals. The company prides itself on staying up-to-date with the latest financial trends and regulations to ensure their clients receive the best advice possible.Location
Located in the heart of Petersfield, Informed Choice Ltd is surrounded by charming shops and restaurants. The town is known for its market square and historic buildings, making it a popular destination for tourists. Petersfield is easily accessible by train, with the Petersfield station located just a 10-minute walk from Informed Choice Ltd's office. Other nearby public transportation options include the Petersfield bus station and the Petersfield Heath pond.Benefits
Informed Choice Ltd stands out in their industry due to their independent and unbiased approach to financial planning. They are committed to putting their clients' needs first and providing them with tailored advice that meets their individual goals. The company's team of experienced financial planners and advisors ensure that clients receive expert guidance and are able to make informed decisions about their finances.Good to know
Customers should be aware that Informed Choice Ltd charges fees for their services rather than taking commissions on products sold. This means that clients can trust that the company's recommendations are not influenced by any financial incentives. Additionally, Informed Choice Ltd is a member of the Personal Finance Society and the Chartered Insurance Institute, demonstrating their commitment to upholding high ethical and professional standards.Reviews
Customers consistently praise Informed Choice Ltd for their knowledgeable and friendly staff, as well as their personalized approach to financial planning. Many clients appreciate the transparency of the company's fee structure and the fact that they do not take commissions on products sold. Overall, customers feel confident in the advice they receive from Informed Choice Ltd and trust the company to help them reach their financial goals.
FAQ
How do you determine the best financial strategy for your clients?
We determine the best financial strategy for our clients by first understanding their individual financial goals, risk tolerance, and current financial situation. Then, we conduct a thorough analysis of their assets, liabilities, income, and expenses. Based on this information, we develop a customized financial plan that is tailored to their specific needs and objectives. Our team of experienced financial planners use their expertise and knowledge of the financial markets to ensure our clients receive the best possible advice and recommendations.
Can you provide references from satisfied clients?
Yes, we are happy to provide references from satisfied clients upon request. We take pride in our reputation for providing high-quality financial services and have many satisfied clients who are willing to share their positive experiences with others.
How do you customize financial plans to fit individual clients?
We customize financial plans to fit individual clients by first understanding their unique financial goals, risk tolerance, and current financial situation. We then use this information to develop a customized financial plan that is tailored to their specific needs and objectives. Our team of experienced financial planners use their expertise and knowledge of the financial markets to ensure our clients receive the best possible advice and recommendations.
What are your fees and how are they structured?
Our fees are structured based on the specific financial services we provide to our clients. We offer a range of financial planning services, including investment management, retirement planning, estate planning, tax planning, and insurance planning. Our fees are transparent and based on a percentage of the assets we manage on behalf of our clients. We believe in providing value for money and strive to keep our fees competitive within the industry.
What professional qualifications do your financial planners have?
Our financial planners have a range of professional qualifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). We also ensure that our team stays up-to-date with the latest industry developments and trends through ongoing training and education. We believe in providing our clients with the highest level of expertise and professionalism, and our team of financial planners reflects this commitment.
