Informed Choice financial planning director Shelley McCarthy presented a seminar this morning on the subject of inheritance tax planning. We broadcast her presentation live on our Facebook Page and the video is now available to watch. Within the 40 minute presentation, Shelley described the foundations of inheritance tax planning along with how the new residence […]

Part of our role as Financial Planners is to construct and manage investment portfolios designed to deliver on the objectives agreed with our clients. We have a robust investment advice process which is designed to ensure we always provide suitable investment advice to our clients. A few times each year, our Financial Planners and Paraplanners […]

Rowleys Centre for the Community is a registered charity based here in Cranleigh. Last year I was invited to become a Trustee of the charity and at the 2017 AGM was voted by the members onto the Board of Trustees. The charity is established to promote the welfare of people living in and around the […]

It’s an exciting time for our business, with the decision to open a new Informed Choice Petersfield office next month. The new office location opening is part of our plans to expand the Informed Choice brand into Hampshire. Holders Barn forms part of a prestigious new mixed development in Station Road, Petersfield. We signed a […]

The past three days I had the privilege of a work experience placement at Informed Choice. As an A-Level student, I had little knowledge of the world of financial planning and was eager to find out more. The main aim of this placement was to explore this sector of finance in more detail as I […]

Navigating a narrowboat through a canal lock requires a great deal of team work. Heading downstream, you first need to prepare the lock for your boat to enter. If a boat has been through the lock heading in the same direction before you, this means closing the downstream gates, opening the upstream paddles and refilling […]

We’ve been pleased to call Cranleigh our home since the formation of Informed Choice in 1994. The place that claims to be the largest village in England has been home to the Bamford family since the early 1980s, when Informed Choice founder Nick relocated from working in Gloucester to a new job in Wembley. In […]

We are delighted to announce that our Financial Planning Director, Shelley McCarthy, has received a prize for her exam scores last year. Shelley was selected as winner of the Advanced Diploma in Financial Planning award for the highest exam scores in 2017. The prize was presented at the Guildford Insurance Institute annual dinner last month. […]

Last week we hosted our first ‘client advisory board’ meeting, which took place over the road at Cranleigh Arts Centre. This meeting was a gathering of a small number of our local clients, as a forum for discussion about the things we do at Informed Choice and how we might do things better in the […]

Informed Choice is pleased to be headline sponsor for the Cranleigh Literary Festival again in 2018 at Cranleigh Arts Centre. Here’s a sample of some of the things happening during the Cranleigh Literary Festival this year. The Festival starts on Wednesday 21st February 2018 with a performance of The Time Machine at 7.30pm. Rebecca Vaughan […]