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Services

ifp provide a full range of services to help improve your finances. As well as advising clients on specific areas, such as investments or taxation, we are able to combine our many areas of expertise to provide our clients with a full financial solution tailored to their specific situation. A small selection of services that we offer are listed below.

Private Clients

  • Full Financial Review
  • Investment Advice
  • Retirement Planning
  • Tax Planning
  • Mortgages
  • Healthcare
  • Life Assurance
  • Critical Illness Cover
  • Trusts
  • Inheritance Tax
  • Long Term Care

Corporate Clients

  • Full Financial Review
  • Tax Planning
  • Employee Benefits
  • Key Person Protection
  • Exit Planning
  • Director Benefits
  • Company Pensions
  • Investment Advice
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Informed Financial Planning is a trading style of The Informed Partnership Limited which is authorised and regulated by the Financial Services Authority.