Inside the winner’s circle
The Good Advice Awards supplement has been published with this month’s Investment Life & Pensions Moneyfacts which is hitting desks today.
Informed Choice was named Best Retirement Adviser at the Good Advice Awards 2010.
You can view the supplement, Inside the winner’s circle, online here.
Here is what the judges had to say about Informed Choice:
Informed Choice is a privately owned and managed firm of Chartered Financial Planners. It was established in 1994 by husband and wife Nick and Andrea Bamford, with their son Martin becoming the second generation to join the business in 2002. Over the past sixteen years, the business has grown to a team of ten Financial Planners and five individuals in the client support team.
The judges felt that communications strategy was a key differentiator between Informed Choice and other IFA firms. Every client receives an annual review, consisting of a comprehensive review report and meeting with their Financial Planner.
Clients with more complex needs or higher levels of assets under management receive more frequent reviews, with a number receiving a quarterly review report to support a proactive investment management service.
The judges praised the wide range of information available to clients through the company’s website, weekly email newsletters and quarterly investment outlook report, as well as its use of social media as a way of ensuring ongoing and regular communication.
“We are continually looking to enhance our client proposition as technological, economic and legislative circumstances provide new opportunities,” said Martin Bamford, Managing Director at Informed Choice.
“We embraced the fee charging approach long before the RDR was announced, because we passionately believed that remuneration solely as a result of product implementation did not engender a client centric approach to providing independent advice.”