Welcome to the Institute of Financial Planning

Confused about the type of financial advice you need? With so many different types of adviser and planner in the UK, choosing one to best suit your individual needs can be quite a daunting task. 

To help and guide you in this very important step, we have provided information about the different types of advisers, the minimum qualifications you should look for and the alternative or advanced qualifications that you may also come across. 

Financial Planners and advisers can be remunerated in a number of different ways. We have explained the various payment types which are typically used in the UK and the options available to you.  If you would like to read more about these topics click on the tabs; Adviser categories/qualifications and Consumer advice.

 Other features on this site:

• Need to find a qualified Financial Planner? We can point you in the direction of a CERTIFIED FINANCIAL PLANNER professional through our 'find a Financial Planner' tool
• Ready to take a good look at your own budget? Need help? Using the FSA's impartial, practical information and useful tools you can Get to grips with your money. No selling. No jargon. Just the facts.
• 2008 looks like being a financially challenging year for savers, investors and borrowers. Jason Witcombe CFP, an IFP member and Financial Planner with Evolve Financial Planning in London has some useful ideas to help you review and plan your finances this year. To read his comments click here.

We have tried to avoid using financial jargon as much as possible. However, inevitably, there are times when technical terms are required. We have tried to simplify these terms and provide explanations where possible. See our jargon buster for a comprehensive break-down of terms.

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