Informed Financial Planning are delighted to have achieved Corporate Chartered Status. Chartered status represents the pinnacle of professionalism and expertise in the financial services sector, so you can be sure that your affairs are in good hands and your interests are our number one priority.

Awards demonstrate our excellence, as to be recognised by other industry professionals shows the quality of work we carry out. It shows that Informed Financial Planning stands out through our innovation, diversity, growth, customer service and strategic thinking. Take a look at the numerous awards we have attained below.

 

Company Accolades

New Model Adviser Top 100 2013

New Model Adviser Top 100 2015

New Model Adviser Top 100 2016

New Model Adviser Top 100 2017

New Model Adviser – Adviser Firm of the North 2016 (Shortlisted)

Professional Adviser – North East Adviser Firm of the Year 2014

Professional Adviser – North East Adviser Firm of the Year 2015

Professional Adviser – North East Adviser Firm of the Year 2016

Professional Adviser – North East Adviser Firm of the Year 2017 (Shortlisted)

Professional Adviser – North East Adviser Firm of the Year 2018 (Shortlisted)

Professional Adviser – Best Financial Advisers to work for in the UK 2017

Society of Trust Estate Practitioners – Financial Adviser Team of the Year 2015 (Shortlisted)

 

Individual Accolades

Joe Sanders – New Model Adviser Rising Stars, 35 Top IFA’s under the age of 35 2016

Joe Sanders – New Model Adviser Rising Stars, 35 Top IFA’s under the age of 35 2017

Joe Sanders – Chartered Insurance Institute’s Young Achiever of the Year 2016/17

Jessica McMahon – Masters of Marketing Rising Star of the Year 2017 (Shortlisted)