Informed Financial Planning - Hessle Opiniones 86

TrustScore: 5 sobre 5

4,9

8 Waterside Business Park, HU13 0EG Hessle, East Yorkshire, GB


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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

So glad we found them to look after our pensions in retirement friendly caring but very professional at the same time always on hand for advice financially.Josh and the team really give us peace of mi... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

The team at IFP have been looking after our pension and investments for quite a number of years now. Always very friendly and professional and we feel it is easy to ask questions which are answered in... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

Professional support, Confidence in achieving the best interest of the clients. Positive outcome with all choosing options. It was a pleasure to be my partner for the best outcome. The financial s... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

Josh and his team provide clear and understandable advise. Having been "head in sand" for too long, Josh was able to methodically pick his way through what I considered to be complicated pension infor... Ver más

La empresa ha respondido


Información sobre la empresa

  1. Asesor financiero
  2. Planificador financiero

Información proporcionada por diversas fuentes externas

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.


Información de contacto

  • 8 Waterside Business Park, HU13 0EG, Hessle, East Yorkshire, Reino Unido

  • 01482 219325

4,9

Excelente

TrustScore: 5 sobre 5

86 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

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Valorada con 5 estrellas sobre 5

Professional support,

Professional support,
Confidence in achieving the best interest of the clients.
Positive outcome with all choosing options.
It was a pleasure to be my partner for the best outcome.
The financial support started 30 years ago with positive outcomes for myself and my family and continues to this day.

6 de febrero de 2025
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Thank you for taking the time to leave us a 5* review! We are pleased to hear you are happy with our services.

Valorada con 5 estrellas sobre 5

Excellent service

The team at IFP have been looking after our pension and investments for quite a number of years now. Always very friendly and professional and we feel it is easy to ask questions which are answered in a way we can understand . Would highly recommend them

6 de febrero de 2025
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Thank you for leaving us a 5* review, Carol! We are very happy that you are pleased with our services. We appreciate your continued support over the years!

Valorada con 5 estrellas sobre 5

So glad we found them to look after our…Happy Days

So glad we found them to look after our pensions in retirement friendly caring but very professional at the same time always on hand for advice financially.Josh and the team really give us peace of mind looking after and growing our pensions would recommend to anyone

6 de febrero de 2025
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

We are so pleased to hear that you are happy with Josh and team IFP. Thank you for taking the time to leave us a 5* review and for your continued support!

Valorada con 5 estrellas sobre 5

Excellent Personalised Service.

I have received an excellent personalised service from IFP Hessle. Every contact has been friendly yet professional and on each occasion my personal circumstances were taking into account, the advice and time taken to find investments and products to meet my needs was exceptional. I would thoroughly recommend IFP Hessle and in particular Ashley as my Chartered Financial Planner and Chloe as the Administrator, the regular, relevant communications are clear and concise nothing is ever too much trouble.

3 de octubre de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Hi Mandy, thank you for taking the time to write such a lovely review. We will pass your kind words on to Ash and Chloe!

Valorada con 5 estrellas sobre 5

Clear and understandable advise.

Josh and his team provide clear and understandable advise. Having been "head in sand" for too long, Josh was able to methodically pick his way through what I considered to be complicated pension information and give me a clear view of what the future could look like and what improvements could be made.

14 de octubre de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Thank you for taking the time to leave us a 5* review Jason! Josh and the team will be delighted to hear your feedback. We're very happy to hear you are pleased with our service!

Valorada con 5 estrellas sobre 5

Very happy with our experience!

Over the past 5 years or more we have found Informed Financial Planning and Gregg Crawford in particular, very helpful and informative when assisting with our ongoing retirement financial planning. Gregg is very proactive in finding ways to improve our portfolio.

20 de septiembre de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Hi Sharon, we are so pleased to hear your positive feedback about Gregg - we have passed the message on to him. Thank you for your continued support over the years!

Valorada con 5 estrellas sobre 5

Informed Financial Planning

I approached Informed Financial Planning following a recommendation. I required assistance and advise on setting up my pension. The level of service I received from day one was outstanding, guided and updated through every step of the way, highly recommended.

1 de julio de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Hi Peter, thank you for taking the time to leave us a 5* review! We're so pleased that you're satisfied with our services and we appreciate the positive feedback!

Valorada con 5 estrellas sobre 5

Quality Advice guaranteed

As a financial adviser myself I have entrusted informed now for several years to look after the management of my pension and I am very satisfied with their levels of service and support.
I would highly recommend Gregg Crawford who is extremely supportive and clear in his advice.

2 de septiembre de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Thank you for your 5* review Mark! We're delighted to hear you're happy with the service we provide and we will pass your kind words on to Gregg.

Valorada con 5 estrellas sobre 5

The team are always friendly and…

The team are always friendly and welcoming. They explained everything I needed to know so I could understand.
Anything I was not sure on was broken down until the information was understood.All my finance issues sorted by a brilliant company.

12 de agosto de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

We're so pleased to hear about your positive experience with us Patricia! Thank you for taking the time to leave us a review!

Valorada con 5 estrellas sobre 5

Excellent Customer Service

The service provided was excellent throughout the whole 4 months of the enquiry. Our contact, Ashley, was professionalism personified. From the first telephone call. He was attentive, understanding and impressively knowledgeable. His response times to emails were prompt and he solved every issue. The final strategy, he delivered with aplomb and absolutely exceeded all my expectations and requirements. Thank you Ashley.
I can highly recommend this company.

5 de agosto de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Thank you very much for taking the time to leave us such a great review! We're really happy to hear you have had such a good experience!

Valorada con 5 estrellas sobre 5

Pension advice…

Charle listened to my requirements and explained everything clearly. No pressure gave me the time I needed to make sure I was making the correct decisions. New plan set up flawlessly. Would highly recommend.

3 de junio de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Thank you very much for taking the time to leave us a review! We're really happy to hear that you've had a good experience with Charlie.

Valorada con 5 estrellas sobre 5

Quality reliable Advice

I have been a client for a number of years and have always received quality reliable advice

1 de julio de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Hi Tony, we're pleased to hear that you're satisfied with our service. Thank you very much for taking the time to leave us a review!

Valorada con 5 estrellas sobre 5

Gregg

Gregg is not only super from an financial perspective but he is very welcoming, easy to get along with and invested in to our personal circumstances. He gives great advice that has so far proven to be very worthwhile for our family. Thank you Gregg

30 de junio de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Hello Emily, we're pleased that you had such a positive experience with Gregg and Informed Financial Planning. Thank you for taking the time to leave us a review, it means a great deal!

Valorada con 5 estrellas sobre 5

Insightful and clear financial advice

Our financial advisor was excellent at explaining the process of obtaining our financial goals and acting upon the financial advice given. Advice was made clear to us using examples and different scenarios. The process was at a pace which suited us and fitted around our changing schedules.

24 de junio de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Hi Joe, thank you for taking the time out of your day to leave us a 5* review, we really appreciate it. We are thrilled that you have had a positive experience with IFP, thank you for your continued support.

Valorada con 5 estrellas sobre 5

Such a great resource

At my annual review Greg Crawford always gives a comprehensive (and simply-understandable!)overview of my situation. For a recent financial transaction IFP gave me all the necessary information and the process was very simple.

25 de abril de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Thank you Wendy for your feedback on Gregg, we are very pleased you’ve had a positive experience with IFP and have passed on your positive review to him.

Valorada con 5 estrellas sobre 5

Above and beyond…

IFP have also been very quick to respond and good to deal with, but one employee in particular (Laura from the Hessle office) went above and beyond recently in helping us to sort a pension move and in hitting some 5th April deadlines. Thanks very much Laura; very much appreciated.

1 de abril de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Hi Phil, we will pass on your kind words to Laura, she will be thrilled! These reviews mean a lot and are really appreciated.

Valorada con 5 estrellas sobre 5

Informed Financial Planning have…

Informed Financial Planning have provided help, advice and support over recent years for which I’ve found extremely valuable and necessary for my overall financial needs. Literally allows me to make Informed decisions and would like to thank all the team, keep up the good work.

22 de marzo de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Thank you for the positive feedback. it is much appreciated and we are pleased you are happy with our services!

Valorada con 5 estrellas sobre 5

As the name suggests - Exceptional Informed Financial Planning.

As the name suggests I have been kept well informed of my investments and the process of planning my financial release of some of my pension at the appropriate time. Gregg and his team are always knowledgeable and Laura goes above and beyond what is expected of her to ensure she gives you full customer service and always contacts you when she says she will.

14 de abril de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Thank you for the 5* review, we are happy that you are pleased with your experience with IFP, your words have been passed on to Gregg and Laura and they are delighted!

Valorada con 5 estrellas sobre 5

First class financial advice

I received clear and concise information about my pension and was pleased with the service both from the IFA and from the support team

27 de marzo de 2024
Opinión espontánea
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Respuesta de Informed Financial Planning - Hessle

Thank you for your feedback regarding IFP, it is much appreciated and we are delighted you've enjoyed your experience!

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