Informed Financial Planning
Informed Financial Planning is a financial services company based in Leeds, England. Their team of expert economic consultants and financial advisors provide comprehensive financial planning and advice to individuals and businesses alike. With a focus on economics and law, Informed Financial Planning offers a range of financial services to help clients achieve their financial goals. As experienced financial consultants, they are committed to providing personalized solutions to meet each client's unique needs.
Introduction to Informed Financial Planning
Informed Financial Planning is a company that provides expert financial advice to clients. Established in 2008, the company's mission is to help clients achieve their financial goals. What makes this company unique is their team of highly qualified Economic Consultants, Financial Advisors, and Financial Consultants who have years of experience in the industry.Services & products
Informed Financial Planning offers a range of financial services to clients, including retirement planning, investment advice, and estate planning. Clients can buy customized financial plans that are tailored to their specific needs and goals. The company also provides Economics & Law services to clients who require legal advice in financial matters.Location
Informed Financial Planning is located in Vicarage Chambers, 9 Park Square E, Leeds LS1 2LH, United Kingdom. The area is known for its bustling financial district, with many businesses and corporations nearby. Clients can expect to experience a professional and sophisticated atmosphere when visiting the company. The closest public transportation options are Leeds Train Station (0.8 miles), Leeds Bus Station (0.3 miles), and Park Square Bus Stop (0.1 miles).Benefits
Clients should choose Informed Financial Planning because of the company's commitment to providing excellent customer service and expert financial advice. The team of Financial Advisors and Consultants work closely with clients to understand their financial goals and offer customized solutions to help them achieve those goals. The company's reputation for providing reliable and trustworthy financial advice sets them apart from others in the industry.Good to know
Clients should be aware that Informed Financial Planning only offers financial advice and does not sell any financial products or services. The company operates on a fee-only basis, which means that clients pay only for the services they receive and not on any commission-based products.Reviews
Customers have left positive reviews for Informed Financial Planning, praising the company's professionalism, expertise, and helpfulness. Many clients have reported that the financial plans provided by the company have helped them achieve their financial goals and secure their financial future.FAQ
What experience do your financial consultants have?
Our financial consultants have extensive experience in the financial industry, with backgrounds in economics, accounting, and financial planning. They hold various certifications and licenses, and regularly undergo training to stay up-to-date on industry changes and regulations.What is your company's approach to problem-solving in economic consulting?
Our approach to problem-solving in economic consulting involves a thorough analysis of the client's financial situation and goals, as well as market trends and economic factors. We then develop customized solutions that align with the client's objectives and risk tolerance.What are the fees for your financial advisory services?
Our fees for financial advisory services vary depending on the complexity of the client's financial situation and the scope of services required. We provide a transparent fee schedule and work with clients to develop a payment plan that suits their needs.What types of financial products do you offer?
We offer a wide range of financial products, including investment portfolios, retirement planning, insurance, tax planning, and estate planning. Our products are tailored to meet the unique needs and goals of each client.Can you provide references from satisfied clients?
Yes, we can provide references from satisfied clients who have benefited from our financial planning services. We are proud of the relationships we have built with our clients and the positive impact we have had on their financial futures.Reviews
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Danny Holliday
Reassuring advise from 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.
28-05-2021
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Paul Sheridan
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2021
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Joe Hare
28-05-2021
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Josie Beaumont
Positive: Professionalism, Quality, Responsiveness, Value
28-05-2021
