Informed Financial Planning Reviews 187

TrustScore 5 out of 5

4.9

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Rated 5 out of 5 stars

Fabulous experience with Darren from IFP! I thought I knew a thing or 2 about finance, but my knowledge doesn't come close to Darren's. His advice and guidance has been invaluable! No 'one size f... See more

Company replied

Rated 5 out of 5 stars

With various pension pots between us my hubby and I contacted IFP after doing some internet research and reading great reviews about Darren Goodall. From our initial free meeting we knew that Darr... See more

Company replied

Rated 5 out of 5 stars

Joe and the team at Informed Financial Planning have been a pleasure to work with and have explained everything about my pension and investments in a way that is easy to understand. The fact they are... See more

Company replied

Rated 5 out of 5 stars

I have found Darren Goodall of Informed Financial Planning to be a very good financial adviser. He asks a lot of questions and really listens to your plans about life going forward. He not only advise... See more

Company replied

Company details

  1. Financial Consultant
  2. Financial Planner

Information provided by various external sources

Informed Financial Planning are an award-winning firm of Independent Financial Planners with Corporate Chartered Status. Our mission is to help our clients make smart financial decisions through building relationships based on uncompromising trust, knowledge and expertise. We accomplish this by offering holistic and comprehensive financial advice to help our clients prioritise and achieve their life goals. Our range of services include retirement planning, investments, tax planning, insurance and cash management. We are 100% employee owned and totally independent, meaning we can provide advice relating to products from the whole of the market.


Contact info


4.9

Excellent

TrustScore 5 out of 5

187 reviews

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Rated 5 out of 5 stars

Support as and when needed

Darren has had a long term relationship with our Trust and has always addressed any investment queries that we might have had, promptly and efficiently. He has been good to work alongside for several years.

June 6, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi John

Many thanks for taking the time to leave a 5* review. We're delighted that you are happy with our service. Thanks for your support over the years!

Kind regards,

Ellie Dickens
Business Development Executive

Rated 4 out of 5 stars

Josh at IFP gave me sound useful advice…

Josh at IFP gave me sound useful advice in a clear and concise way. Very professional.

May 10, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Nick

Many thanks for taking the time to leave IFP a review. We're delighted that you are happy with Josh's service and would like to thank you for being a loyal client over the years.

Kind regards,

Jessica

Rated 5 out of 5 stars

Very Informed

Joe Sanders gave us excellent service, advice and the communication is very good. Very good value for money.

April 24, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Chris

Many thanks for taking the time to leave a 5* review. We're delighted that you are happy with Joe's service and believe you are getting value for money. Thanks for your support!

Kind regards,

Jessica

Rated 5 out of 5 stars

I have found working with Informed…

I have found working with Informed Financial Planning to be a satisfactory experience. The staff are efficient and pleasant and always happy to answer questions. My personal adviser, who has advised me on my pension for a number of years, is knowledgeable and I always feel has my best interests at heart. Our annual meetings are always useful and he is a sociable and friendly person to deal with. The company are also flexible about how we meet and through the pandemic have been happy to meet via online platforms.

April 11, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Erica

Many thanks for taking the time to leave a 5* review. I'm delighted that you are happy with IFP's service and you felt supported through the pandemic. Thank you for being a loyal client over the years!

Kind regards,

Jessica

Rated 5 out of 5 stars

I have received very professional…

I have received very professional service from John Copsey at IFP. Advice has been given in a clear and easy to understand fashion. John has a personable approach but one which gives me confidence in the expertise being offered.
He has IFP's well established performance as back up together with excellent administrative support from the team.
I would hesitate to highly recommend IFP.

April 10, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi JH

Many thanks for your kind words and taking the time to leave a 5* review. I'm delighted that you are happy with John's service (and the rest of the team!).

Thanks once again for your support.

Kind regards,

Jessica

Rated 5 out of 5 stars

Retirement advice

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.

April 7, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Steve!

Many thanks for taking the time to leave IFP a 5* review. I'm delighted that you're happy with Joe's service and would like to thank you for all of your support over the years!

Kind regards,

Jessica

Rated 5 out of 5 stars

I would highly recommend Informed…

I would highly recommend Informed Financial Planning. Very professional and approachable.
Very understanding to your needs.

April 6, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Mike

Many thanks for your 5* review and your recommendation of IFP. We really appreciate your support.

Kind regards,

Jessica

Rated 5 out of 5 stars

Confidence

We are very happy with the service provided by Joe Sanders from Informed Financial Planning and have confidence in the advice which we receive.

March 20, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Jackie

Thank you so much for your 5* review. I am delighted to hear you are happy with Joe's service and I'll be sure to pass the kind words on!

Kind regards,

Jessica

Rated 5 out of 5 stars

IFP - A Great Team

My wife and I have been with IFP for quite a few years now and the service we have received has been excellent. We are very pleased that IFP are our financial advisor's. It is always a pleasure to deal with the team members, nothing is too much trouble.

March 9, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Chris

Thank you for your kind words and taking the time to leave a 5* review. I am delighted that you are happy with the team and thank you for being a loyal client over the years.

Kind regards,

Jessica

Rated 5 out of 5 stars

Very happy with IFP you get a…

Very happy with IFP you get a professional and knowledgeable service

March 9, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Steve

Many thanks for leaving IFP a 5* review. Thank you for your support and kind words, we're delighted that you feel our service is professional and knowledgable.

Kind regards,

Jessica

Rated 5 out of 5 stars

Having trusted Joe and IFP for several…

Having trusted Joe and IFP for several years I would highly recommend. I left my recent meeting knowing that my current needs, future aspirations, were understood and that IFP would give me the best advice to achieve these financial goals.

March 2, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Luke

Many thanks for taking the time to leave Joe a 5* review. We really appreciate the support and thank you for being a loyal client over the years.

Kind regards,

Jessica

Rated 5 out of 5 stars

Support and advice provided by IFP

Support and advice provided by IFP, particularly Jo is always prompt and timely. Jo is very patient. I'm a very cautious person, however over the many years I have dealt with IFP they have always provided very balanced advice which has allowed me to make informed choices regarding my financial situation and I have never been pressured into making any financial decisions.

March 1, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Lyn

Many thanks for taking the time to leave Joe a 5* review. We really appreciate the support and we're delighted that you are happy with the service that IFP provide.

Kind regards,

Jessica

Rated 5 out of 5 stars

Having been with IFP for a number of…

Having been with IFP for a number of years now I have no problem recommending IFP for any financial advice. Have also recommended 2 people from work who I believe are equally satisfied.
Kev Rial

February 15, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Kev

Many thanks for the brilliant review and for recommending us to 2 of your colleagues. We really appreciate the support and I'm delighted that you are happy with IFP's service!

Kind regards,

Jessica

Rated 5 out of 5 stars

Friendly, effective service

We have been very happy with all the help and guidance we’ve received to manage our retirement finances. Greg has always been a pleasure to deal with, taking time to get to know us.

February 10, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Sue

Many thanks for taking the time to leave Gregg and the team a 5* review. We greatly appreciate your support and we're delighted you are happy with Gregg's service.

Kind regards,

Jessica

Rated 5 out of 5 stars

Quick and helpful plus easy to…

Quick and helpful plus easy to understand

January 25, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Robert

Many thanks for taking the time to leave us a 5* review. Your support is greatly appreciated.

Kind regards,

Jessica

Rated 5 out of 5 stars

Greg and his team are the best

Greg and his team have always done a five star job for me with my pension if I didn’t understand anything Greg would be there to explain it no matter how small a detail it was. Thanks Greg

January 14, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi John

Many thanks for taking the time to leave a five star review. I am delighted to hear that you are happy with Gregg's service and I'll be sure to pass your kind words on. Thank you for being loyal clients over the years and thank you for your support.

Kind regards,

Jessica

Rated 5 out of 5 stars

Highly recommend

I have found Darren Goodall of Informed Financial Planning to be a very good financial adviser. He asks a lot of questions and really listens to your plans about life going forward. He not only advises how best to structure your finances to achieve those plans but also challenges ideas you may have for better ways of achieving your goals.

January 10, 2022
Unprompted review
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Reply from Informed Financial Planning

Hi Marie

Thank you so much for taking the time to leave IFP a 5* review. I'll be sure to pass your kind words on to Darren and we're delighted that you're happy with his service.

Kind regards,

Jessica

Rated 5 out of 5 stars

Very friendly and knowledgeable people

Very friendly and knowledgeable people. Gave us good, easy to understand advice. A first class experience all round.

December 23, 2021
Unprompted review
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Reply from Informed Financial Planning

Hi Alec

Many thanks for leaving a 5 star review and apologies for the delay in replying. We are absolutely delighted that you're happy with our service and I've made sure to pass your comments on to Gregg and the team.

We look forward to our continued relationship in the future.

Kind regards,

Jessica.

Rated 5 out of 5 stars

Professional

Professional, Friendly and Efficient service. Would recommend

November 14, 2021
Unprompted review
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Reply from Informed Financial Planning

Hi Ann

Many thanks for taking the time to leave a 5* review. We really appreciate your support and we're delighted that you're happy with our service.

Kind regards,

Jessica

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