What Informed Financial Planning does

Informed Financial Planning is a UK-based Chartered Independent Financial Adviser, trading through The Informed Partnership Ltd and authorised by the Financial Conduct Authority (FCA No. 509016). The firm delivers holistic financial planning to high-net-worth individuals, senior professionals, business owners, and pre-retirees across Yorkshire and the wider UK from three offices in Hessle (headquarters), Leeds, and Barnsley. Service lines span Personal Financial Planning (retirement, investment, tax, cash flow, and personal protection) and Business Financial Planning (exit, business protection, auto-enrolment, and business investment), each broken down into modular advisory offerings tailored to client circumstances.

Revenue is generated entirely through professional advisory fees under a simple, transparent fee structure with no hidden costs; an initial consultation is provided free of charge and ongoing advice is delivered by a dedicated three-person team per client (Chartered Financial Planner, paraplanner, and client services administrator). The minimum client investable-asset threshold is typically £500,000, with some flexibility from £150,000. There is no proprietary technology platform; the firm relies on third-party financial planning tools for cash flow forecasting, investment modelling, and portfolio analysis.

Go-to-market is relationship-led: client acquisition depends on professional network referrals from local solicitors and accountants, presentations to professional networks, content marketing (blog, podcast 'Let's Talk Money Marriage', newsletter, and market commentary), and home or office visits. The firm places heavy emphasis on employer brand and culture, evidenced by nine consecutive 'Best Financial Adviser To Work For' awards from Professional Adviser since 2017. The company is founder/management-owned, privately held, and operates with no institutional investor, parent, or subsidiary structure.

Name

Informed Financial Planning

Legal name

The Informed Partnership Ltd

Website

https://informedfinancialplanning.co.uk

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Chartered UK Independent Financial Adviser delivering holistic financial planning across retirement, investment, tax, and protection to high-net-worth individuals, business owners, and pre-retirees, operating from three Yorkshire offices under a dedicated multi-person advisory team model.

Ownership category

akta.pro rank

Product category

Independent Financial Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Financial Planning–Led RIAs (FSAAACAB), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Financial planning services
• Independent financial advice
• Retirement planning
• Investment management
• Wealth advisory

Headquarters

HQ city

Hessle

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others

Revenue model

1. Financial Advisory Fees: The firm charges fees for financial planning advice and services. The fee structure is described as simple and transparent with no surprise fees. Initial discussions are free of charge, and ongoing advice is delivered through a dedicated team per client.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Informed Financial Planning is a Chartered Independent Financial Adviser delivering holistic financial planning advice across two main service areas: Personal Financial Planning for individuals, retirees, and high-earning professionals, and Business Financial Planning for business owners and entrepreneurs covering exit, protection, and investment support. Services are delivered face-to-face through a dedicated three-person team per client (Chartered Financial Planner, paraplanner, and Client Services administrator) from offices in Hessle, Leeds, and Barnsley.

Product overview

Informed Financial Planning is an Independent Financial Adviser (IFA) firm providing chartered financial planning services. The core offering consists of two main service areas: Personal Financial Planning (for individuals, retirees, and high-earning professionals) and Business Financial Planning (for business owners and entrepreneurs). These services are delivered through distinct modules including Retirement Planning, Investment Management, Tax Planning, Cash Flow Planning, Cash Management, Personal Protection Insurance, Business Investment, Auto Enrolment, Business Protection, and Exit Planning. The firm serves clients across Yorkshire and the wider UK, typically working with individuals who have £500,000 or more in investable assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Financial Planning Holistic financial planning service for individuals covering retirement planning, investment management, tax planning, cash flow planning, cash management, and personal protection insurance. Delivered by a dedicated Chartered Financial Planner, paraplanner, and Client Services administrator per client, targeting individuals and families who have built meaningful wealth.
• Business Financial Planning Corporate financial planning service for business owners and entrepreneurs covering business investment, auto-enrolment workplace pension compliance, business protection (key person and shareholder protection), and exit planning. Aims to integrate personal and business finances into a single clear strategy for growth and eventual exit.

Quantifiable outcome

• Clients have been helped to retire up to 7 years earlier than they anticipated

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Progeny Group: UK-based Chartered financial planning and wealth advisory firm serving HNW individuals, business owners, and families with holistic personal and corporate planning. Closely comparable to IFP in client profile, chartered status, and integrated personal/business service model.
• EQ Investors: UK Chartered Financial Planner and discretionary investment manager focused on HNW clients with values-aligned investment propositions. Comparable to IFP in target client profile and holistic planning-led model, with a stronger technology and ESG overlay.
• AFH Wealth Management: AIM-listed UK IFA consolidator acquiring regional advisory firms across the country. Comparable in offering financial planning to HNW clients but differentiated by an acquisition-led growth model and national footprint versus IFP's organic Yorkshire-rooted approach.
• Frenkel Topping Group: AIM-listed UK specialist IFA focused on personal injury and Court of Protection clients, with a growing HNW financial planning arm. Comparable as a UK chartered advisory firm serving complex-needs clients but with a distinct specialist niche.
• Tatton Investment Management: UK discretionary fund manager and IFA support services provider serving financial advisers and their clients. Comparable in its adviser-led model serving UK HNW clients, though it operates more as a platform partner than a direct advisory firm.

Broad incumbents

• Evelyn Partners: Large UK wealth management and professional services firm (formerly Tilney) offering financial planning, investment management, and tax advice to HNW individuals and business owners. Comparable in serving the same client segments but at significantly greater scale and with broader capabilities.
• St. James's Place: UK FTSE 100 wealth manager with a national Partnership network of advisers serving HNW individuals and business owners. Comparable target market and integrated planning proposition but with a much larger capital base, in-house funds, and tied adviser model.
• Quilter: UK FTSE 250 wealth manager offering financial planning, investment platforms, and advice to HNW and mass-affluent clients. Comparable client overlap but operates at materially greater scale with platform-led distribution versus IFP's face-to-face model.
• Rathbones Group: UK-listed discretionary wealth manager and financial planner serving HNW individuals, families, and charities. Comparable in offering personalised financial planning and investment management to HNW clients, though at materially greater scale and with a discretionary-led proposition.
• Schroders Personal Wealth: UK joint venture between Schroders and Lloyds Banking Group offering financial planning and investment management to mass-affluent and HNW clients. Comparable target market and Chartered-aligned offering but with a digital-plus-adviser hybrid model rather than purely face-to-face.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/InformedFP
• Facebookfacebook.com/informedfinancialplanning

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Informed Financial Planning