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The seventh edition of Informed Magazine is now live!

In this edition, the team take a road trip the Wild Atlantic Way in Ireland to meet Steve and Geraldine, clients of Informed Choice who demonstrate the power of Financial Planning with their dramatic lifestyle change.

There’s a reminder of the tax year end actions you should consider, the story of Philip Sullivan’s life as a Financial Planner, some details about the work Informed Choice carries out in the local community, and much more.

We hope you find the contents of this magazine interesting and we always welcome suggestions for future editions.

Informed Magazine March 2020

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  • Sundial House, 20 High Street, Cranleigh, GU6 8AE
  • 01483 274566

What our clients have to say

  • On retirement, two years ago, my wife and I moved to Petersfield from London. A friend told us that should we need any financial advice he could recommend Shelley McCarthy who worked for a company called Informed Choice, based in Cranleigh but had just opened an office in Petersfield.

    Although we had always used a long-standing family adviser, we decided to make contact with Shelley McCarthy and from the first meeting, and with her follow-up actions, we were so impressed that we have now moved all our financial assets to her care.

    She initially carried out a comprehensive analysis of our present position and what needed to be done to meet our specific needs and objectives. The report she produced was detailed but easy to understand and covered everything we needed to know.

    When Shelley discussed it with us, she brought a clarity to our financial discussion which we had never found from any other financial adviser. She is charming and exceptionally knowledgeable in her field. Everything we discussed from our attitude towards investment risk, asset allocation and their charges was clearly explained.

    Their charges are considerably less than we had been paying for many years. We readily accepted every recommendation she made which was then acted upon efficiently and quickly.

    I can unequivocally recommend Informed Choice to anyone seeking professional financial advice and we only wish that we had met the most impressive Shelley McCarthy many years ago.

    Colonel Paul Davis CBE
    Petersfield

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