A Financial Planning firm have been celebrating a major milestone with a variety of events.
Staff at Informed Choice, the Financial Planners in Surrey, have been marking the company's 20th 'birthday'. The firm was established in July 1994 by Nick and Andrea Bamford. Today, the business consists of six Financial Planners working with around 280 clients and £120m of assets under influence. To celebrate the anniversary, the Informed Choice team have been hosting various events, including a team away day on a narrow boat along the River Wey and a birthday BBQ party. They converted their office car park to accommodate around 50 clients and professional connections.
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Informed Choice managing director Martin Bamford CFPcm said: "Twenty years is a long time in the Financial Planning business and we feel privileged to serve our clients for the long-term. "We have already made plans to ensure the success of our business over the next twenty years, as continuity of service is something our clients tell us is very important as they plan for their own financial future."
Mr Bamford has also been working on a Financial Planning documentary this summer, interviewing various experts about the subject of retirement. The film, called Boom!, will be shown for the first time at the IFP's annual conference in October at Celtic Manor.
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