Informed Pensions

Restricted - Whole of Market  Postford Mill, Chilworth, Surrey, GU4 8RT
First meeting at adviser's own cost
Our sole focus is to help you understand the options available to you, so that you can maximise your pension and have the best retirement possible
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
ISA / Unit Trusts / OEICs
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Response rating
9.5/10
check
FCA authorised
Last authorised 22nd February 2021
Meet our advisers
Mr Matthew Keene
Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

Mr Jack Saunders
Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

Mr Alex Roberts
Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

Mr Garin Squires
Partner
Mr Richard Hoare
Partner / Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Miss Chloe Bull
Trainee Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This postgraduate finance qualification covers the areas of securities, investment, compliance, derivatives, corporate finance and operations. It provides flexibility and choice, enabling candidates to concentrate on areas relevant to their chosen career path

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification assesses a knowledge and understanding financial planning fundamentals, the six steps of financial planning, savings and investments, tax treatment, assets and liabilities, risk and ethics and codes of practice in the application of the financial planning process.

Mr Steve Clarke
Partner/Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mr David Pugh
Managing Partner / Financial Adviser

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
Alex, is very helpful, knows his topic inside and out and I would recommend him to any potential investor.
Richard, SW
Dealt with Jack regarding my pension transfer.....His knowledge was excellent and I learnt a lot from the session. I did not feel rushed in any way and the advice offered was very much in my personal interest!!
Max, GU
Richard was very adept in explaining pension terminology and providing the available options for the pension holder. Richard went through the type of pension funds available, details of investment strategy of each fund as well as the cash flow and tax impact of drawdowns from the fund for the pension holder. I wholly recommend Richard for anyone wishing to better comprehend pension schemes.
Dione, EC
About us

Informed Pensions was established in 2013. For years we have been asked by businesses to help their employees understand their pension and plan for retirement.

We were often asked by employees to speak to their other half about their arrangements, or a friend or relative. Which is why we now open our doors to people from all walks of life, no matter where you work.

We are passionate about helping people realise the full potential of their retirement and we have a wealth of pension knowledge at the heart of our business.

Where to find us
Head office address: Postford Mill, Mill Lane, Chilworth, Surrey, GU4 8RT
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.5/10
check
FCA authorised
Last authorised 22nd February 2021

Similar advisers near you

Independent Financial Adviser 1.65 mi
Chartered Financial Planner
 
Independent Financial Adviser 1.69 mi
Financial advice should not be viewed as being a one-off transaction. The journey of life is often dynamic and financial planning should accommodate that. At Cragside, we tailor our advice to meet your individual requirements in a jargon free way.
 
Independent Financial Adviser 1.88 mi
We specialise in providing you with quality, professional financial advice that you can trust.
 
Independent Financial Adviser 1.88 mi
Now back taking one to one meeting ha. zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat