Informed Financial Planning
Informed Financial Planning is a chartered financial planning firm that provides independent financial advice tailored to individual and corporate needs. They offer a range of services to assist clients with financial planning.
- Protection
- Investments
- Tax Planning
- Cash Management
- Retirement Planning
- Business Protection
- Personal Financial Planning
- Corporate Financial Planning
Locations
Digital Popularity
Popularity over time
Competitors
AKFP Group is a chartered financial planning firm based in Lisburn, Northern Ireland, dedicated to helping clients achieve their financial goals through comprehensive life planning.
Cockburn Lucas, established in 1997, provides reliable and trustworthy independent financial advice to private clients, companies, and family trusts in the East Midlands.
Wingate Financial Planning is an award-winning firm of Chartered Financial Planners based in Caterham, Surrey.
Company Details
Informed Financial Planning is operated by The Informed Partnership Limited and is a Active company incorporated on 3 September 2009 with the registered office located in Hessle, East Riding of Yorkshire. The Informed Partnership Limited was registered 16 years ago.
Status
Active
Size
Micro
Directors
8
Age
16 years old
Employees
35
Turnover
Unreported
Total Assets
£749.62K
Cash in Bank
£374.08K
Total Liabilities
-£462.41K
Teams
24
9
6
6
6
3
2
Founder • Joined Oct 2004
Director • Joined Jun 2022
Operations Manager • Joined May 2013
Compliance Manager • Joined Oct 2023
Business Development Executive • Joined Nov 2022
Client Services Executive • Joined Oct 2024
Head Of Resources • Joined Jul 2024
Client Services Manager • Joined Jul 2019
Director Of Business Development • Joined Jun 2022
Director Of Finance And Operations • Joined Jun 2022
Senior Financial Planner • Joined Jul 2008
Chartered Financial Planner • Joined Oct 2004
Chartered Financial Planner • Joined Sep 2023
Chartered Financial Planner • Joined Aug 2005
Financial Planner • Joined Oct 2014
Adviser PA • Joined Feb 2020
Business Processor • Joined Oct 2014
Paraplanner
Financial Planner • Joined Mar 2022
Director • Joined Jun 2022
Operations Manager • Joined May 2013
Compliance Manager • Joined Oct 2023
Head Of Resources • Joined Jul 2024
Client Services Manager • Joined Jul 2019
Senior Paraplanner Team Leader • Joined Feb 2025
Business Development Executive • Joined Nov 2022
Client Services Executive • Joined Oct 2024
Director Of Business Development • Joined Jun 2022
Business Development Assistant • Joined Dec 2024
Adviser PA • Joined Feb 2020
Business Processor • Joined Oct 2014
Client Services Executive • Joined Oct 2024
Client Services Manager • Joined Jul 2019
Client Services Administrator • Joined Jan 2025
Paraplanner Support • Joined Apr 2014
Adviser PA • Joined Feb 2020
Senior Paraplanner Team Leader • Joined Feb 2025
Head Of Resources • Joined Jul 2024
Administrator
Client Services Administrator • Joined Jan 2025
Founder • Joined Oct 2004
Director Of Finance And Operations • Joined Jun 2022
View 24 members