Kevin Ferriby noticed that the way most Independent Financial Advisers operated was outdated and the average age was well over 50.
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.
We became the first firm in Yorkshire to achieve Corporate Chartered Status.
As the company expanded, we moved our base of operations from Hull to the Andrew Marr building in Hessle.
Shortly after moving into a new office, Financial Planners Andy Collinson, Gregg Crawford and Darren Goodall became shareholders in the business.
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.
Chartered Financial Planner, John Copsey, also became a shareholder.
In June 2018, we won our first national award; Money Marketing’s UK Adviser Firm of the Year!