Strong Industry Recognition Informed Choice has been recognized as a FT Adviser Top 50 Boutique Firm in 2025 and has received multiple awards at the FT New Breed Adviser Awards, highlighting its reputable standing in the financial advisory industry and potential interest in premium or specialized technological solutions to maintain its competitive edge.

Recent Leadership Expansion The appointment of Shelley McCarthy as Managing Director in 2019 suggests a strategic focus on leadership and growth, indicating opportunities for leadership development solutions or initiatives aimed at strengthening executive teams and succession planning.

Market Adaptability Despite office closures in 2020, Informed Choice continues to operate and serve clients, indicating resilience and adaptability, which could open opportunities for digital transformation tools, remote client engagement platforms, or cloud-based solutions.

Financial Stability With revenues ranging from $25M to $50M and a lean team of up to 50 employees, Informed Choice may be seeking scalable financial management or operational efficiency solutions to support growth and streamline processes as it maintains a strong market presence.

Community and Client Focus The firm’s emphasis on making a meaningful impact for clients and communities suggests potential interest in socially responsible investing platforms, client engagement technologies, or tools that enhance personalized financial planning and community outreach efforts.