Our History

OUR HISTORY

History Timeline

2003

2003

Kevin Ferriby noticed that the way most Independent Financial Advisers operated was outdated and the average age was well over 50.

The Path to Career Success by Kevin Ferriby - Informed Financial Planning
2004

2004

Kevin started Informed Financial Planning because he believed there was a place in the market for a modern firm, with a set of highly qualified financial planners who had client service at their core.

2006

2006

We became the first firm in Yorkshire to achieve Corporate Chartered Status.

2008

2008

As the company expanded, we moved our base of operations from Hull to the Andrew Marr building in Hessle.

2009

2009

Shortly after moving into a new office, Financial Planners Andy Collinson, Gregg Crawford and Darren Goodall became shareholders in the business.

2014

2014

Our hard work and expertise was recognised by industry publications for the first time! We were not only named in the Top 100 UK firms by New Model Adviser, but also awarded “Adviser Firm of the North East” by Professional Adviser.

2016

2016

Chartered Financial Planner, John Copsey, also became a shareholder.

2017

2017

As the company grew even more, it was time to move into an even bigger office! Click here to see our current headquarters on Waterside Business Park.

2018

2018

In June 2018, we won our first national award; Money Marketing’s UK Adviser Firm of the Year!

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