It’s thankfully not a question we are asked very often, but occasionally we need to explain what it is we actually do at Informed Choice.
In order to do this in a visually attractive way, we recently commissioned Over the Moon, a brilliant graphic design agency, to put together a series of four ‘little pictures’.
These are designed to succinctly describe what it is we do at Informed Choice and, just as importantly, how we do it.
The first little picture explains that we help people find answers to the big financial questions. It also shows a typical Financial Planning Road Map for a couple:
Little picture number two is about the six-step Financial Planning process and shows a typical journey plan, what a client might expect when working with Informed Choice.
In little picture number three, we describe our focus on four popular and important areas of Independent Financial Planning – making choices at retirement, investment management, care fees planning and inheritance tax planning.
Little picture number four demonstrates our six-step process for investment management, as well as our investment management philosophy and fund selection process.
Each of these little pictures is best presented and explained by a Financial Planner, who can answer your questions about what we do and how we do it in greater detail.
If you would like to arrange a meeting with one of our Financial Planners, which is at our expense and without obligation, please do get in touch.
You can call us on 01483 274566, email hello@icfp.co.uk or complete our online enquiry form. We look forward to hearing from you.
