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Informed Financial Planning Hull

Informed Financial Planning Hull

4.9(66 reviews)See reviews ↓·Hull

What customers say

Based on genuine customer reviews

Pension and retirement planning is the service that runs through the feedback for this Hull-based financial advice firm. Customers with small pots describe consolidating them into arrangements that match their own tolerance for risk, while others approaching retirement report that projected income and lifestyle costs were worked through carefully before any recommendation was made.

Several reviewers mention that charges and the cost of advice were set out clearly in advance, with a full written report following a review of existing finances. Named advisers including Joe Sanders, Josh Richardson, Gregg Crawford and James are repeatedly credited with explaining strategy, tax planning and risk in plain language and with answering questions without any sense of pressure to proceed. Reviewers describe the service as responsive and efficient, with paperwork and follow-up handled promptly, and longer-standing clients speak of relationships spanning a decade or more.

A recurring point is that problems were put right quickly when a recommendation did not work out as intended. The firm also advises couples planning jointly for later life, and one family notes continuity of support after a bereavement. It is the clarity of the advice and the personal attention of individual advisers that customers return to most often.

Reviews

Reviews are taken from publicly available sources.

YN
yoghini nagandran24 November 2025

Ashley and the team were incredibly efficient, helpful, and knowledgeable. Everything was completed promptly and with great care. I’m extremely happy with the service and would highly recommend them to others!

JH
Julie Hunt26 September 2025

We had been with this company for 6 years and then they shared personal details with another company without our consent. They said they don't feel they can support us anymore as they wanted to work with portfolios with larger amounts. They told us in writing after they had made the decision to pass personal details to another company.

PM
Peter Mills17 October 2024

I approached Informed Financial Planning following a recommendation. I required assistance and advise on setting up my pension. The level of service I received from day one was outstanding, guided and updated through every step of the way, highly recommended.

JD
Joe D15 July 2024

Exceptional advice and outstanding service. The advice has been extremely thorough, well constructed and addresses all the issues. The overall service has been incredibly responsive, efficient and a real pleasure. I could not recommend IFP and Joe Sanders more highly.

MC
Maggie Casey27 March 2024

I have been a client of IFP for a long time and I have always received an excellent service. I recently made a top up pension contribution and the process was handled efficiently from start to finish. The fee structure was made transparent from the outset and the recommendation was clear. I would not go anywhere else for financial advice.

JD
Joan Dennison1 December 2023

We requested a pre-retirement check of our finances. The cost of any advice and future charges was made clear and, following a comprehensive review of our existing finances, a full report was provided with recommendations. James was friendly but professional, answered all our questions clearly and we felt under no pressure to proceed with any of the recommended investments.

PP
Phil Pace9 November 2022

My parents have been a client of Informed Financial Planning for well over 15 years and have had excellent service from Gregg Crawford and the team for all of those years. They have been very pleased with the service offered and the recommendations most of the time. They are not perfect, the odd recommendation didn’t go as planned, I’m sure all IFA encounter this, it was quickly resolved to my parents satisfaction though. My father passed away in 2021 and Gregg and his team were there to assist in sorting out the transfer of investment etc into my mother’s name and made recommendation for changes to investments due to the change of circumstances. Informed Financial Planning are not the cheapest nor the most expensive, but I feel their fees are fair based on the service they offer. I would recommend them to anyone seeking financial advice

Financial advisers in Hull compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Hull are compared.

RankProviderRatingReviewsOpen Sat.
1Humba Mortgages & Humba Financial Advisers★ 5,071No
2Amy Gray Wealth Management Limited★ 5,030No
3David Swaby★ 5,023Yes
4Rixon Matthews Appleyard Ltd★ 5,07No
5Informed Financial Planning Hull (this page)★ 4,966No
Contact
+441482219325www.informedfinancialplanning.co.uk8, Waterside Park, Livingstone Rd, Hessle HU13 0EG
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–16:00
SaturdayClosed
SundayClosed