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Financial Planners

Informed Choice

Informed Choice is a financial services company based in Cranleigh, England. They specialize in providing expert financial planning services to their clients, helping them to make informed choices about their money and investments. With a team of experienced financial planners, Informed Choice is dedicated to providing personalized and comprehensive financial advice to help their clients achieve their financial goals.

Introduction to Informed Choice

Informed Choice is a financial planning firm founded in 1994 in Cranleigh, England. The company's purpose is to help individuals and families make informed decisions about their finances. What sets Informed Choice apart is their commitment to fee-only financial planning, meaning that they do not receive commissions from investment products they recommend, ensuring that their clients' best interests are always top priority.

Services & products

Informed Choice offers a range of financial planning services, including retirement planning, investment management, tax planning, and estate planning. They also provide specialized services such as divorce financial planning and business financial planning. Clients can also purchase investment products through Informed Choice, including mutual funds and exchange-traded funds.

Location

Informed Choice is located in the charming town of Cranleigh, known for its independent shops and cafes. The area is home to a mix of businesses, including other financial services firms, as well as restaurants and retail shops. The nearest public transportation options are the Cranleigh bus stop (0.1 miles), the Guildford train station (8.7 miles), and the Horsham train station (10.3 miles).

Benefits

One of the main benefits of choosing Informed Choice is their commitment to fee-only financial planning. This means that clients can trust that their recommendations are unbiased and solely based on the client's best interests. Informed Choice also has a team of experienced financial planners who work together to provide comprehensive financial planning services tailored to each client's unique needs.

Good to know

It is important for clients to know that Informed Choice only works with clients who are serious about their financial planning and are willing to commit to the process. They also require a minimum investment of £250,000 to become a client.

Reviews

Customers rave about the personalized attention and comprehensive financial planning services provided by Informed Choice. They appreciate the company's commitment to fee-only financial planning and feel confident in the recommendations made by the experienced team of financial planners.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    free consultation
  • amenity
    online account access

FAQ

What types of financial planning services do you offer?

We offer a wide range of financial planning services, including retirement planning, investment management, estate planning, tax planning, and insurance planning.

How do you customize financial plans to fit individual clients?

We take a personalized approach to each client's financial plan, taking into account their unique financial situation, goals, and risk tolerance. We work closely with our clients to develop a customized plan that meets their specific needs.

What are your fees and how are they structured?

Our fees vary depending on the specific services provided and the complexity of the client's financial situation. We offer transparent fee structures and always provide our clients with a clear understanding of our fees before any work is performed.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified and hold a variety of certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). Additionally, our team has extensive experience in the financial planning industry.

Can you provide references or testimonials from satisfied clients?

Yes, we are happy to provide references and testimonials from our satisfied clients. We take pride in our client relationships and strive to provide the highest level of service and satisfaction.