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Independent Financial Planning
Independent Financial Planning is a Chartered Financial Planning firm committed to helping clients achieve their financial objectives. The firm advises on...
Overview
Independent Financial Planning is a Chartered Financial Planning firm committed to helping clients achieve their financial objectives. The firm advises on pensions, investment advice, ethical investing, mortgages, estate planning and protection. As a Chartered firm it is recognised for excellent service and providing clients with suitable and appropriate financial advice.
General information
Firm type
RIA
Year founded
1994
Location
City
Bristol
Principals
John Hingston
Director and co-founder
Geoff Sztypuljak
Director and co-founder
Simon Evans
adviser
Nick Hingston
Advanced Mortgage Specialist
Ali Porton
support staff
Angela Price
support staff
Jessica Smith-Burrows
support staff
Sector focus
Frequently asked questions
Is Independent Financial Planning a fiduciary?
As a registered investment advisor (RIA), the firm is required to act as a fiduciary under the Investment Advisers Act of 1940 and applicable state laws. This means it must put client interests ahead of its own, a standard not always held by broker-dealers.
How can I verify the registration of Independent Financial Planning?
Registration information for registered investment advisors is available through the SEC's Investment Adviser Public Disclosure (IAPD) database or your state securities regulator. You can search by firm name to confirm licensing, disclosures, and any disciplinary history (per SEC guidance).
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