Achievements for our Team!

As Informed Financial Planning’s new business year has commenced, we thought a little recap was in order to remember the successful 12 months we have had. Professional Adviser named us as the ‘North East Adviser Firm of the Year’, we were revealed in the New Model Adviser Top 100 Advisory Firms in the UK and in October 2014, we celebrated our first 10 years in business. New advisers have joined the team along with new members of support staff, we’ve also had a number of exam passes which has even resulted in some staff becoming chartered!

But what about the individuals within the firm? To mark the start of our new business year, we’ve asked each individual at Informed Financial Planning to name their top 2 achievements of the year… We’ve had a mixture of answers and some, well, different to say the least!


Kevin Ferriby – View Kevin’s profile here

Work: Being named Adviser Firm of the Year 2014 by Professional Adviser.

Personal: Cycling 177 miles across England and being seasick for 18 hours on a yacht crossing the North Sea.


Rebecca Colley – View Rebecca’s profile here

Work: Our awards with New Model Adviser and Professional Adviser. Also the 10th anniversary celebration at The Deep. What a great year!

Personal: Going to Wembley twice with Hull City for the FA Cup Semi-Final and Final.


Gregg Crawford – View Gregg’s profile here

Work: Informed Financial Planning being awarded Adviser Firm of the Year for the North East.  This was a proud moment for the whole team being recognised regionally and nationally and shows how dedicated we all are to our profession and the business.

Personal: Having survived yet another year without having to visit Hull Fair.


Darren Goodall – View Darren’s profile here

Work: Our awards with New Model Adviser and Professional Adviser.

Personal: Celebrating the arrival of my first born son, George.


Andy Collinson – View Andy’s profile here

Work: Passing the AF5 exam… Another step nearer to Chartered status!

Personal: Being presented with an award at one of the adventure races I do for accumulating 10,000 points in the series so far.


John Copsey – View John’s profile here

Work: Becoming a shareholder and continuing to work with fantastic clients and colleagues (read more about John becoming a shareholder here)

Personal: Being dragged to see a ballet with my wife, an achievement because I won’t have to go again!


Joe Sanders – View Joe’s profile here

Work: Becoming authorised to provide financial advice.

Personal: Being selected to play Rugby Union for Yorkshire.


Jessica McMahon – View Jessica’s profile here

Work: Arranging the 10 year anniversary celebration at The Deep. A successful evening with great people.

Personal: Being crowned Beauty of the North East of England in September 2014. And moving into my own home!


Elaine Fyfe – View Elaine’s profile here

Work: Employee of the Month for October.

Personal: New house and new car!


Bethany Jones – View Bethany’s profile here

Work: Becoming part of the team and being awarded the Numpty Cup twice in my second week of work…

Personal: Achieving my A-Levels in Accounting, Law and English Language.


 

Menu