Informed Financial Planning Avaliações 187

O TrustScore é 5 de um total de 5

4,9

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Veja o que dizem as avaliações

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Avaliado com 5 de um total de 5 estrelas

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... Ver mais

A empresa respondeu

Detalhes da empresa

  1. Consultor Financeiro
  2. Planejamento Financeiro

Informação fornecida por fontes externas variadas

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.


Informações de contato


4,9

Excelente

O TrustScore é 5 de um total de 5

187 avaliações

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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As empresas no Trustpilot não têm permissão para oferecer incentivos ou pagar para ocultar avaliações. As avaliações são opiniões de usuários e não da Trustpilot. Leia mais

Avaliado com 5 de um total de 5 estrelas

pension drawdown

Amazing service from greg and the team at informed financial planning .Having started my pension
drawdown everything was done to my requirements and on time . Would highly recommend for any financial needs .

4 de novembro de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Hi Sue

Thank you for taking the time to leave a 5* review! I have passed your comments on to Gregg and we are delighted that you are happy with the service.

We look forward to working with you in the future!

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

Professional pension advice.

Charlene and the team provided invaluable advice regarding my pension options.
I am very happy with the quality of service from the initial outset and throughout the whole process.

23 de outubro de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Hi Mr Powley

Thank you for your kind review, we are delighted that you are happy with the service from Charlene and the rest of the team. I have made sure to pass this on!

We look forward to working with you in the future.

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

I would like to give more stars if it…

I would like to give more stars if it were possible
Joe Sanders was amazing throughout the whole procedure
Friendly/reassuring/competent and i never felt pressured into anything
Joe was very patient with me as I was going through a difficult time in my life
Plus my tech skills are pretty non existent
His assistant Jamie Cross was also very patient /friendly and explained everything to me well
Nothing but praise for these guys and the company

5 de outubro de 2021
Avaliação não solicitada
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Resposta da Informed Financial Planning

Hi Julie

I've been reviewing our online reviews over the last couple of months and I would like to say a huge thank you for taking the time to leave a 5 star review. I have passed this feedback on to Joe, Jamie and the team, they are delighted!

Your words make such a difference to organisations like ours and we really appreciate the effort. We look forward to working with you in the future!

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

Good financial advice and support

Gregg and his team have been good to work with and are always there to talk you through everything step by step. The advice given has been well informed, explained and they have listened to my situation and financial expectations. Overall, I am pleased with the performance of my financial portfolio and will continue to seek advice from them.

3 de outubro de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Morning Hannah

Thank you so much for taking the time to leave us a review. We are delighted that you are happy with Gregg's service and we look forward to working with you in the future.

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

Professional

Professional, helpful and easy to deal with. Having been with them for a number of years, I can highly recommend.

11 de setembro de 2021
Avaliação não solicitada
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Resposta da Informed Financial Planning

Hi Heidi

Thank you for your kind review. We are delighted that you would be happy to recommend us! Thank you for being a loyal client over the years and we look forward to working with you in the future.

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

Pension arrangements.

I have recently worked with Darren to consolidate my pension arrangements having ignored them many years. He and his team were both professional and friendly and explained everything clearly including any costs associated with my options. I would definitely recommend Darren and IFP to anyone.

11 de setembro de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Hi David

Thank you for taking the time to leave IFP a review. Your support is very much appreciated and we are delighted that you would be happy to recommend us.

We look forward to working with you in the future!

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

Had my regular review with Gregg who…

Had my regular review with Gregg who explained how the investments were performing and discussed any changes to my future requirements.
I find his knowledge and advice invaluable in planning my future expenditure and overall planning.
IFP as a company seem very progressive and innovative in bringing new products to my attention.

9 de setembro de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Hi Mike

Thank you for taking the time to leave us a 5 star review. Your ongoing support is very much appreciated and we’re delighted that you are happy with IFP’s service.

Thank you for being such a loyal client over the years and we look forward to working with you in the future.

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

Excellent service

Excellent service - always kept up to date on any movements/changes and genuinely interested in my situation.

Reallly well backed up by Anita (P.A) who has always been friendly and helpfull with any queries.

9 de setembro de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Hi John

Many thanks for your kind review. We’re delighted that you’re happy with the service and we’ve made sure to pass your comments on to Darren and Anita.

Thanks again for your support, it makes such a difference to our organisation.

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

Both my wife and myself would never…

Both my wife and myself would never have had the confidence and or the expertise to have retired when we did without IFP to help and guide us . Joe Saunders has been a fantastic help to us and hasn't hesitated to point out any flaws in the way we thought retirement would be funded. At the time that covid struck the guidance Joe gave was both strong and correct. My wife and I would like to take this opportunity to thank him for all his help. Everyone gets the same high quality of care . Thanks very much Kevin and julie

9 de setembro de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Hi Kevin

Thank you so much for taking the time to leave IFP/Joe Sanders a 5 star review. We really appreciate your support and we’re delighted that we could help you with your retirement, even during the difficult period of the pandemic.

Many thanks once again,

Jessica

Avaliado com 5 de um total de 5 estrelas

I would sum up my experience in dealing…

I would sum up my experience in dealing with Informed Financial Planning as "totally professional:.
Your advisor is always available and willing to discuss in detail any queries or concerns you may have and to provide honest feedback.

Each and every review we have attended we have been given comprehensive detail as to the performance of our investment and a clear understanding of its future expectations.

We are completely satisfied with IFP and would not hesitate to recommend them. What you want in retirement is to feel comfortable and have financial stability and guidance, this is what Informed Financial Planning provide.

9 de setembro de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Afternoon Martin

Wow, what a review! Thank you so much for taking the time to do this. I am absolutely delighted that you regard us as ‘totally professional’ and you feel comfortable in your retirement. Reviews like this really help our organisation so thank you once again for your support.

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

Gregg was very friendly and very…

Gregg was very friendly and very helpful, his advise was excellent and helped me with my pension needs. I would definitely recommend Gregg and is team.

17 de agosto de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Hi Paul

Thank you so much for taking the time to leave us a 5 star review. It’s great to know you’re happy with the service Gregg provides. Thank you for your recommendation and we look forward to working with you in the future.

Thanks,

Jessica

Avaliado com 5 de um total de 5 estrelas

Really grateful to Joe Sanders

Really grateful to Joe Sanders at Informed, so professional and on the ball with our investment portfolio. Would definitely recommend

5 de agosto de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Good afternoon

Many thanks for taking the time to leave a 5* review. I will ensure your kind words are passed on to Joe Sanders.

We look forward to working with you again in the future and we are delighted to hear you would recommend our service.

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

I was recommended by 2 friend's who…

I was recommended by 2 friend's who were both happy with this company. Darren was very informative, listened to me and has given me good advice, so far I I'm happy and would recommend.

4 de agosto de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Hello Elaine

Thank you for taking the time to leave an online review. I am delighted to hear that you found Darren informative and that you would happily recommend our service.

We look forward to working with you again in the future!

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

Excellent professional service

A great company that provide an excellent informed service and listen to your needs. I have been a customer for many years and always receive comprehensive, up to date information on my investments with regular meetings and great communication. I recently added to my portfolio and the step by step guide and service in setting it up was fantastic. Would not hesitate to highly recommend Greg and the team.

3 de agosto de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Afternoon Jules

Thank you so much for taking the time to leave this detailed online review. I am delighted to hear that you would highly recommend Gregg and the team.

Thank you for being a loyal client over the years. We look forward to working with you again to provide you with the excellent service you have described!

Many thanks once again,

Jessica

Avaliado com 5 de um total de 5 estrelas

Top Class IFP

An excellent professional company would recommend highly. Sound financial advice always there to answer any questions super service great communication

27 de julho de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Hi Carol

Thank you for taking the time to leave a review. I am delighted that you are happy with Informed Financial Planning's service and to hear that you would recommend the organisation.

We look forward to working with you in the future!

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

Very happy with all Pension advice/planning received

I have been dealing with Josh at IFP for nearly 2 years with regard to my pension. Great advice given from start to finish to ensure my income needs now and in the future are covered. Great communication and regular meetings/calls to ensure I understood income strategy, level of risk, tax planning etc and made sure I was comfortable with the decisions I had made. I would definitely recommend using this company for transparent and honest financial advice.

27 de julho de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Afternoon Sue

Thank you so much for your detailed review. I am delighted that you are happy with Josh's service and to hear you would recommend Informed Financial Planning.

Thank you fo being a loyal client over the last 2 years and we look forward to working with you in the future.

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

Good service

I've used Informed Financial Planning for a number of years to manage my pension and found the service to be excellent - responsive and informative. Regular review meetings and online tools have enabled me to track progress across my pension investments

26 de julho de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Good Afternoon Richard

Many thanks for your kind review. I'm delighted you are happy with Informed Financial Planning's service and would like to thank you for being a loyal client over the years.

We look forward to working with you in the future.

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

Darren Goodall has always given us…

Darren Goodall has always given us reliable, constructive advice explaining the outcomes of different options in a concise and easily understandable way.

23 de julho de 2021
Avaliação não solicitada
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Resposta da Informed Financial Planning

Hi Sharon

Thank you so much for taking the time to leave a 5* star review. I will make sure to pass your kind words on to Darren and I'm delighted you are happy with the service Informed Financial Planning provide.

We look forward to seeing you again!

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

IFP and Darren Goodall.

IFP and Darren Goodall have, for many years, given me accurate, honest and reliable service and advice. I have complete trust in their work. The results in respect of my investments have always been positive.

23 de julho de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Afternoon John

Thank you for taking the time to leave a review and thank you for being a loyal client over the years! I will make sure to pass your words on to Darren Goodall.

We are delighted you are happy with our service and have trust in our work, that's exactly what we aim for and we look forward to seeing you again soon.

Kind regards,

Jessica

Avaliado com 5 de um total de 5 estrelas

An excellent experience…

We are very happy with our experience with Informed Financial Planning. Prior to making our investments we had long, frank and constructive conversations which covered everything we and IFP needed to know and understand. he whole process has been both efficient and thorough and conducted throughout with courtesy and understanding. We would recommend this service to anyone seeking advice, knowledge and help in investing their money.

22 de julho de 2021
Avaliação não solicitada
logotipo da Informed Financial Planning

Resposta da Informed Financial Planning

Hi James

Thank you for taking the time to leave a 5* review. We are delighted you are happy with Informed Financial Planning and you feel confident in recommending our service.

The team very much enjoy working with you and look forward to seeing you again soon! Thanks again for your kind review.

Kind regards,

Jessica

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