
Informed Financial Planning
Informed Financial Planning is an award-winning, independent firm of Chartered Financial Planners based in Yorkshire, offering a range of personal and corporate financial planning services.
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Informed Financial Planning is an award-winning, independent firm of Chartered Financial Planners based in Yorkshire with offices in Hull, Leeds, and Barnsley. Founded in 2004, the company has grown significantly and now boasts a team of over 30 professionals, offering a wide range of personal and corporate financial planning services. They pride themselves on their commitment to providing expert, independent, and tailored advice to clients across the UK, focusing on building long-lasting relationships.
Informed Financial Planning has a strong track record of success, evident in their numerous awards and accreditations. They have a dedicated team of Chartered Financial Planners with a combined experience of over 100 years in the industry. The company is committed to ethical standards, professional development, and providing a positive working environment for its employees. They also have a strong emphasis on giving back to the community, evident in their financial education initiatives for children.
Flexibility
Informed Financial Planning offers flexible working arrangements, including the option for part-time hours and remote work, as demonstrated by their current job posting for a Marketing & Business Development Assistant. This flexibility allows employees to manage work-life balance and accommodate individual needs, reflecting a company culture that prioritizes employee well-being.
Benefits
Informed Financial Planning offers a competitive benefits package, including 20 days of annual leave (pro-rata), bank holidays, the Christmas break, team building days, social events, and a reduced corporate gym membership. These benefits demonstrate the company's commitment to employee well-being and fostering a positive work environment.
Mission
Informed Financial Planning is an award-winning, independent firm of Chartered Financial Planners dedicated to providing peace of mind through comprehensive, personalized, and independent financial advice. They offer a wide range of services for both individuals and businesses, with a focus on building long-lasting relationships and helping clients achieve their financial goals. They believe in transparency, expertise, and a client-centric approach, making them a trusted advisor for anyone seeking to navigate the complexities of financial planning.
Culture
Informed Financial Planning promotes a culture of client-centricity, professionalism, and growth. They emphasize clear communication, a welcoming and supportive team environment, and a commitment to ongoing learning and development for both employees and clients. The company is deeply rooted in Yorkshire, valuing honesty, integrity, and building long-term relationships with individuals, families, and businesses.
DE&I
Informed Financial Planning is committed to building an inclusive and diverse workplace. They actively seek out talent from a variety of backgrounds and promote the growth and development of their employees through training, mentorship, and career advancement opportunities. The company also has a strong commitment to ethical and sustainable practices, reflected in their accreditation with the Financial Vulnerability Task Force, which ensures they have the highest standards when dealing with vulnerable clients.
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