Independent Chartered Financial Planners

Our business is built on expertise, experience and a willingness to go that extra mile for clients. Long term client relations are critical to our business success, allowing us to provide flexible tailored financial advice.

About Us

Informed Financial Planning (IFP) was founded in 2004 by Kevin Ferriby, as he believed there was a place in the market for a small modern firm with a set of highly skilled and qualified financial planners, who truly have client service at their core.

By 2006, IFP were the first firm in Yorkshire to be awarded Corporate Chartered Status— a milestone we still proudly acknowledge today, alongside 50 other awards and accreditations in our trophy cabinet.

For more than two decades, IFP continues to deliver expert, independent, and Chartered advice. As the business has expanded, so has the board of directors. In 2022, Kevin Ferriby executed a management buyout, assuming the role of Chairman of IFP, while Josh Richardson seamlessly transitioned into the position of Managing Director. A new board was introduced, signalling a strategic move to safeguard the business’ longevity and protect our clients and employees.

With a fresh board of directors and a team of 7 financial planners who have over 100 years combined experience in the industry, we are confidently poised to uphold our founding principle: delivering peace of mind through independent financial advice.

Our Core Values

At the heart of our business are our core values, which defines who we are and how we operate. We aim to demonstrate and promote these principles everyday in the work we carry out.

We are:

A team who are inclusive and supportive of one another.
Client centred, readily available and communicate clearly.
Dedicated to the growth and development of our people, encouraging them to embrace opportunities.
Accountable for our actions.

You can always rely on us to do the right thing.

Services For Every Situation

We cater for those seeking personal and business financial advice, incorporating a number of vital services. Our personable approach to client relations has seen us receive excellent feedback and an array of industry awards.

Meet The Team

Our team is the heartbeat of what we do, our means of connecting with our clients and building long lasting relationships. Like all good teams we have different characters, personalities and skills sets - coming together to form a formidable group.

Meet The Team
Just 14%
of UK firms hold Chartered status

What Our Clients Think About Us

    "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

    "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

    "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs where & fulfilled all my wishes if I could give 10 stars I would."

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