Our Team

My career in Financial Services began in 2000 and I have always found meeting and talking to clients to be what I enjoy the most as I feel I am able to relate to clients of all ages and levels of wealth. The main drive of this is being able to take an independent view of their situation and use my knowledge to determine how they can meet their goals. The best moments are when we help a client to retire early, spend extra money on holidays or helping their children when they thought they didn’t have the means to do so.

One of my favourite experiences has been learning to ski over the last few years. It has opened up a new world of holidays which hopefully I can enjoy with my family for the years to come. I also enjoy the occasional round of golf. I don’t classify myself as a “golfer” yet on account of my lack of ability, however this is something I am looking to change!

I Work With

Personal Assistant – Jade Fewster
Paraplanner – Georgina Stocker

Qualifications

FP1 – Financial Services & Their Regulations
FP2 – Protection, Savings & Investment Products
FP3 – Identifying & Satisfying Client Needs
CF2 – Investment & Risk
CF7 – Financial Planning & Lifetime Mortgage Activities
CF8 – Long Term Care Insurance
J01 – Personal Taxation
R02 – Investment Principles & Risk
R04 – Pensions & Retirement Planning
K10 – Retirement Options
AF1 – Personal Tax & Trust Planning
AF5 – Financial Planning Process

I have been providing financial advice since 2003 and I still get a thrill from enhancing our clients financial position and taking the burden off their shoulders. It’s great to be able to simplify matters that can often be a complete minefield for many people!

One of the best things I have ever done is skydiving just outside Las Vegas! I’m also very into sports; I run regularly, play football and watch my favourite teams in both Football and Rugby League (Stoke City and Leeds Rhinos).

I work with

Personal Assistant – Bethany Jones
Paraplanner – James Foston

Qualifications

AF5 – Financial Planning Process
AF6 – Senior Management & Supervision
G20 – Personal Investment Planning
CF6 – Mortgage Advice
CF7 – Financial Planning & Lifetime Mortgage Activities
CF8 – Long Term Care Insurance
CF9 – Pensions Simplification
J01 – Personal Taxation
R01 – Financial Services, Regulation & Ethics
R04 – Pensions & Retirement Planning
R05 – Financial Protection
SV1 – Savings & Investments
FP1 – Financial Services & Their Regulations
FP2 – Protection, Savings & Investment Products
FP3 – Identifying & Satisfying Client Needs
HR1 – Home Reversion Plans

I have been working in Financial Services since 1981 and as such have a wealth of knowledge and experience in the field. I like to communicate the complex areas of financial planning in a language clients can understand and ensure they fully realise the added value we can bring to their situation. The most satisfying aspect of this role is seeing the difference we can make to their lives!

One of my favourite memories has got to be when I proposed to my wife at the top of the highest mountain in England, Scafell Pike. I think she was worried I might leave her there if she had said no! I enjoy travelling and am always planning the next weekend away in our touring caravan. I’ve always had a passion for the great outdoors and am a keen walker and mountain biker. I also frequently attend music concerts, theatre, cinema and comedy nights.

I Work With

Personal Assistant – Laura Barber
Paraplanner – Georgina Stocker

Specialisms

Investments
Estate Planning
Pension Planning

Qualifications

AF5 – Financial Planning Process
G60 – Pensions
J06 – Investment Principles, Markets & Risks
J10 – Discretionary Investment Management
R01 – Financial Services, Regulation & Ethics
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
CF1 – Financial Services, Regulations & Ethics
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated Financial Planning
CF8 – Long Term Care Insurance
CF9 – Pensions Simplification
ER1 – Certificate in Equity Release
FP1 – Financial Services & Their Regulations
FP2 – Protection, Savings & Investment Products
FP3 – Identifying & Satisfying Client Needs

I have been a part of the Financial Services industry for over 20 years now, starting in 1994, so I have a lot of experience! I love assisting people in understanding their financial situation better and I am committed to helping our clients secure their financial futures.

I’m a big rugby fan and also enjoy swimming and generally keeping healthy.

I Work With

Personal Assistant – Elaine Fyfe
Paraplanner – Ashley Biglin

Specialisms

Specialist Pension Qualifications

Qualifications

CF1 – Financial Services, Regulations & Ethics
CF2 – Investment & Risk
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated Financial Planning
CF8 – Long Term Care Insurance
CF9 – Pensions Simplification
FP1 – Financial Services & Their Regulations
FP2 – Protection, Savings & Investment Products
FP3 – Identifying & Satisfying Client Needs
R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles & Risk
R04 – Pensions & Retirement Planning
AF4 – Investment Planning
AF5 – Financial Planning Process
G10 – Taxation & Trusts
G60 – Pensions
H15 – Supervision & Sales Management
PMI Auto Enrolment Exam

Starting in 2011 after graduating from University, my favourite part of my job is taking away our clients’ stress. They work hard to build up their wealth and shouldn’t have to work hard deciding the best way to spend it!

I always look to build up strong relationships with my clients and love seeing the plans we put in place work out, whilst being there to help should circumstances change. I am a Fellow of the PFS demonstrating a high level of qualification, so you know your finances are in safe hands.

Some of my hobbies are playing Rugby Union and Golf, but I am generally interested in most sports and try to keep active as much as I can.

My favourite memory was getting promotion into National League 1 with my Rugby Union team, Hull Ionians. We won 28 out 0f 30 league games and won the league that year!

I Work With

Personal Assistant – Lesley Hartley
Paraplanner – Rachel Naulls

Specialisms

Pension Advice
Inheritance Tax
Trusts

Qualifications

AF3 – Pension Planning
AF4 – Investment Planning
AF5 – Financial Planning Process
J10 – Discretionary Investment Management
R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles & Risk
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice
R07 – Advanced Mortgage Advice
CF2 – Investment & Risk
CF6 – Mortgage Advice
CF8 – Long Term Care Insurance
ER1 – Certificate in Equity Release

I started my career at Informed Financial Planning in 2015 straight after graduating from University. I love helping individuals plan their finances because it can be such a daunting experience. We make a real difference to people’s lives by helping them achieve their preferred retirement date, leave a legacy for their family and plan around IHT liabilities.

I love that our team stands out by instilling trust and confidence in the clients we work with, in an industry that has had a dubious reputation from historic scandals. Clients can rely on us to be there when this change or concern them and we are always friendly and approachable.

My favourite memory is from my honeymoon when I sent my new wife down the tallest waterslide in a waterpark (before me, of course). When I met her at the bottom, her face suggested I was in for one of the fastest divorces ever! I am glad to say we patched things up over the rest of the holiday and are in fact still married.

In my spare time I enjoy taking time out with my wife, usually involving eating, drinking and walking the dog out in the country. The dog walking is meant to burn off calories, but as this normally takes place walking close to several pubs, this rarely achieves its purpose!

I Work With

Personal Assistant – Anita Brown
Paraplanner – Ashley Biglin

Specialisms

Pension Transfer Specialist
Long Term Care
Equity Release

Qualifications

R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles & Risk
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice
R07 – Advanced Mortgage Advice
R08 – Pensions Update
CF6 – Mortgage Advice
CF8 – Long Term Care Insurance
ER1 – Certificate in Equity Release
FA1 – Recording Financial Transactions
LP2 – Financial Services Products & Solutions
AF1 – Personal Tax & Trust Planning
AF3 – Pension Planning
AF5 – Financial Planning Process

I started my financial services career in 2009 and love making a real difference to our client’s future, for example making someone’s retirement dreams a reality. I make financial advice accessible to all, explaining things in an easy to understand way while still bringing the expertise and knowledge our clients require. I am fully accredited with the Society of Later Life Advisers, specialising in later life advice including retirement planning, care fees planning, and estate wealth management.

My favourite memory came when I was backpacking in Australia and was invited to a beach party. There was a huge bonfire where people were relaxing, chatting and having a drink with a guy playing an acoustic guitar. It was very cliché but it felt like something from a film and we made some real friends that night!

In my spare time I enjoy gigs and festivals, and I am always finding new hobbies (admittedly, my favourite phrase is “it’s not a fad, it’s a short term passion!”). My current ‘passion’ is resistant weight training.

I Work With

Personal Assistant – Joanne Hagar
Paraplanner – James Foston

Specialisms

Pension Transfer Specialist
Society of Later Life Advisers (SOLLA) Retirement Advice Standard
Society of Later Life Advisers (SOLLA) Accredited Later Life Adviser

Qualifications

CF1 – Financial Services, Regulations & Ethics
CF8 – Long Term Care Insurance
ER1 – Certificate in Equity Release
R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles & Risk
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice
J10 – Discretionary Investment Management
AF1 – Personal Tax & Trust Planning
AF3 – Pension Planning

Starting my career as a Paraplanner in 2016, I enjoy being at the heart of solving problems for our clients. My role allows me to be central to the background research and use my technical knowledge to be able to provide a holistic and lifelong planning solution.

My favourite memory has to be taking my daughter to school for the first time as I’ve never been so proud! Outside of work I enjoy running, scoping out new music and travelling to new countries (I have an unwritten rule never to visit the same place twice!).

Qualifications

R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles & Risk
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice
R08 – Pensions Update
AF7 – Pension Transfers
CF6 – Mortgage Advice

I began my career in the Financial Services industry in 2017. As a Paraplanner, I enjoy the research involved in my role and how our team will always come together to find the most suitable solution when we have a tricky case.

In my spare time I enjoy football (I’m a big Liverpool fan) and going out with friends. My favourite memory was a holiday to Malia, when my youngest brother thought he could keep up drinking with the rest of us. He soon fell asleep on a sun lounger and came back to the room red raw!

Qualifications

R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles & Risk
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice

I joined Informed Financial Planning in 2017 straight from University, and I love the problem solving aspect of our work. As a Paraplanner I am given the opportunity to think outside the box and come up with alternative solutions to challenges.

One of my favourite memories was visiting Prague in 2016. As a die hard history nerd I loved all the museums and I would highly recommend it as there is so much to do and see! Outside of work I enjoy experimenting with new make-up styles – I tend to get my inspiration from YouTube videos and then adapt them into my own style – and Yoga, which is a new-ish hobby for me. My boldest move so far is an assisted headstand! I am also a scout leader and I find it so rewarding to see how much the kids get out of this.

Qualifications

R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles & Risk
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice

I started my career in Financial Services in 2018. I thoroughly enjoy using my technical skills and logical thinking to help out in other aspects as well such as shaping workflows in our back-office system or assisting the management team with extra projects. I also love training new staff and passing on the teams technical knowledge to other departments.

My favourite memory is when I moved into my first house. It was an incredible feeling of happiness and achievement! In my spare time I like going to music and comedy gigs, watching sport (mostly football, rugby and cricket) and going to the pub to socialise with friends.

Qualifications

1^st Class Degree BSc (Hons) Economics
R01 – Financial Services, Regulation & Ethics
R04 – Pensions & Retirement Planning
R05 – Financial Protection

I started my Financial Services career in 2017 after completing my A-levels. I assist the advisers and paraplanners on any technical queries they may have. I really enjoy the research aspect of my role and there’s nothing I like more than a challenge!

My favourite memories are my skiing holidays, as they’re so different to your bog standard summer holiday or city break – although I do love to sit by a pool and do nothing for a week! My best holiday was in La Thuile in Italy where we skied over the border to France (pretty cool) to find the only difference was the price of beer.

In my spare time I am also a cheerleader with Imperial Storm and am interested in gin and fashion. Shopping counts as a hobby, right?

Qualifications

R05 – Financial Protection

I began in the financial services industry in September 2019 and I really enjoy working within such a very supportive team who are always happy to help out.

One of my favourite memories is going to Radio 1’s Big Weekend with my friends when it came to Burton Constable in 2017, getting to so many amazing acts perform. In my own time I enjoy going on holidays / weekends away with friends or family as well as spending time socialising and eating out with them.

Qualifications

Level 3 Certificate in Financial Studies

I began my journey in Compliance in 2017, ensuring all departments are working in line with the latest rules and regulations. I find it very rewarding that my work is not just limited to one area of the business as we assist everyone from the Advisers and Paraplanners right through to the Marketing team!

My favourite memory would be when I got the chance to drive a Formula 2 car around a track near Oxford. I’m hardly an adrenaline junkie so this definitely brought me out of my comfort zone. Some say I set a new track record… My sister would have you believe I drove at 30mph all the way round. I’ll let you decide which is true. I love going to gigs when I can, typically with my brother whenever we get the chance.

Qualifications

R01 – Financial Services, Regulation & Ethics
R02 – Investment Principles & Risk
R03 – Personal Taxation
R04 – Pensions & Retirement Planning
R05 – Financial Protection
R06 – Financial Planning Practice

As Charlene Coulbeck’s PA, my role involves pre-sale administration, daily adviser support and client communication. Starting in 2018, I love the camaraderie at Informed Financial Planning. Everyone is incredibly helpful and friendly. One thing that really makes our organisation different is that all the staff want to do their best for our clients, but we still try to have a bit of fun as well!

One of my favourite memories is the first night I moved away from home at 18. I’ll never forget the feeling of freedom and slight trepidation as I began my new independent life, not quite knowing what was ahead of me.

I love city breaks and travelling with my family, checking out the food and taking in some of the shopping and culture. I’m also a massive fan of cooking and eating (with a nice glass of something to go with it, of course) and the number one love of my life is Prince. He has provided the music to accompany my life and he will be with me until my last breath.

Starting in Financial Services early 2019, I love the challenge of my role. There is always something new to learn and I really enjoy that!

My favourite memory would be when Jess and I booked a last-minute holiday to L.A. to surprise on of our best friends who was working there. It was an amazing few days! A lot of my free time is taken up by my 3 year old son, but I love taking him on days out when I can. I also enjoy socialising with friends and I’m a big foodie so eating out is another thing I love to do.

Starting in Financial Services in 2017, I love my role working as Joe Sanders PA and being a voice for his clients to come to. The whole team at Informed Financial Planning are great to work with too!

My favourite memory has to be going to Graceland in Memphis for my 50^th birthday and singing on stage with an Elvis impersonator, at the Jerry Lee Lewis Club on Beale Street! I love travelling to new places along with swimming, going for walks with my dog and husband, reading a good book and watching Snooker or Darts.

Since 1993, I have thoroughly enjoyed my role in building relationships with our clients. I also love learning new skills all the time and finding out more about financial services through the exams I take.

Outside of work I enjoy running, reading a good book (you can often find me with one on my dinner hour!) and going to the theatre. My favourite memory came from spending time with my dad on Scarborough Sea Front and listening to his stories of the conversations he had with “Dickie Bird” on the open top bus!

Qualifications

FP1 – Financial Services & Their Regulations
LP2 – Financial Services Products & Solutions

Since starting my role at Informed Financial Planning in 2017, I have loved working closely with our clients and taking them all the way through their journey with us. It’s great to see how our work can positively affect their lives.

In my spare time in enjoy socialising and fitness in any form. My most recent favourite memory would be completing my first ‘tough mudder’. It felt like being a child again, sliding, crawling and running through mud without a care in the world. I never stopped laughing from start to finish!

Qualifications

LP2 – Financial Services Products & Solutions

Laura joined Informed Financial Planning in April 2017 and is now the dedicated PA to Senior Financial Planner, Andy Collinson.

Laura previously worked for the Civil Service for over 15 years between HMRC and the Intelligence Team for the Home Office.

She is married with two young daughters who keep her very busy. Laura spends her spare time with family and friends and is partial to the occasional glass of wine!

I started in the Financial Services industry in 2019 after I graduated from Nottingham Trent University. I enjoy learning and developing my knowledge of financial services, helping to provide the best possible service for our clients.

My favourite memory in life would be the experience I had singing at the O2 arena with the organisation Voice In A Million! I love nights out with my friends on the dance floor and time spent with my family walking our dog along the beach. Music has also always been a large part of my life through having singing lessons, performing and playing the guitar, so listening to music is an every day essential!

I started in the industry in 2017 and fell in love with my role handling the implementation of all Informed Financial Planning’s marketing strategies because it is constantly changing. I can confidently say no two days have been the same since I started!

Outside of work, I love music and will always have my headphones in trying to find new music to get into. My favourite memory would have to be when my band (The Avenues) released our first single and for the first time we heard people singing our words back at us at gigs.

Qualifications

LP2 – Financial Services Products & Solutions