We have a passion for financial planning.
Financial Planning, Wealth Management and providing Independent Financial Advice to our satisifed clients is what we do – and we love doing it!
Nick has a passion for financial planning
“I have a passion for Financial Planning because I like helping business people, people at retirement and professional partners to make the right choices about their finances. There is nothing more satisfying than helping my clients establish their goals before designing a plan to achieve them.
For me it is all about taking an interest in our clients, being available when they need me and having an informed opinion to share that will enhance their financial wellbeing.”
Nick Bamford, Executive Director & Chartered Financial Planner
Shelley has a passion for financial planning
“I love the fact that the biggest part of my role at Informed Choice is crunching the numbers and working out what is best for a client.
Whilst product analysis and selection plays an important part in what we do for our clients, it is establishing what assets can deliver to satisfy a life goal that makes this job so rewarding.”
Shelley McCarthy, Senior Paraplanner
Andrew has a passion for financial planning
“When I became a Financial Planner, I wanted to be more than simply a product salesman. I had a deep desire to help people plan for their financial future.
When I qualified as a Chartered Financial Planner and Certified Financial Planner, it was in recognition that financial planning always comes ahead of financial advice. The services we have created enable me to deliver the highest quality planning and advice to my clients.”
Andrew Neligan, Chartered Financial Planner and Certified Financial Planner
Call us on 01483 274566 or complete our enquiry form to arrange your meeting.
