Informed Financial Planning

Established in 2004, Informed Financial Planning are a leading firm of Independent Financial Advisers. Our aim is to help our clients identify and clarify their key financial objectives and then help them to build a secure financial future that allows them to make those objectives a reality.

Based in Yorkshire, with offices in Leeds, Hull and Barnsley, we work with clients throughout the country. We have established an enviable reputation with both our clients and other professionals with whom we work, for delivering in depth expert advice and personal service, tailored to the needs of each individual.

We will build a genuine, long-term partnership with you to ensure that your financial plan isn’t derailed. This ongoing relationship, delivered through regular client reviews, enables us to continue to keep your plans on track as your circumstances, legislation and tax rules change.

We are delighted to have been awarded Money Marketing's UK Adviser Firm of the Year 2018 along with Professional Adviser's 'North East Adviser Firm of the Year' in 2014, 2015, 2016 and 2018. 

We are currently named in the City Wire Top 100 Adviser Firms in the UK.