Informed Financial Planning predominantly work with clients introduced by Solicitors and Accountants, therefore having an in-depth knowledge of what the professional bodies require from their members when referring business to IFAs and how to deal with introducer income, i.e. some introducer income attracts VAT.

For the relationship to thrive between an Accountant/Solicitor there must be a high level of trust from both parties. This trust is built over time based on how the clients have been dealt with, quality of advice, technical knowledge of our advisers and clear regular communication between the Accountant/Solicitor and IFA.

We aim to enhance the reputation and standing of the Accountant/Solicitor by forming a seamless link to provide this specialist service. We make available our client report* so that you can view and remark on any advice before it’s given if you wish.

Joint seminars are available to either your existing client base or a mutually targeted new client base, addressing subjects such as Company Exit Planning/Mergers and Acquisitions, Pension Simplification, Investment strategies and Inheritance Tax Planning.

IFP can also provide CPD courses at your practice if required, eliminating cost of travelling and billing time.

*requires authority from the client