Our Team

OUR TEAM

Our Experienced Team

One of our fundamental values is our belief in a team approach. We invest in our future by developing, motivating and rewarding highly competent and committed people who are the best in their areas of expertise.

We want our clients to feel like they can speak to our whole team, not just their Financial Adviser. View our personal profiles where you will find details of our experience, interests and qualifications.

We are Informed Financial Planning

Gregg Crawford

My career in Financial Services began in 2000 and over this time I have built up a high level of knowledge and experience in all areas of financial planning. 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 a clients’ situation and use my expertise to determine how to help meet the identified goals. The best moments are when we help a client to retire early, spend extra money on holidays or maybe help out 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 years to come. I also enjoy the occasional round of golf but still don’t classify myself as a “golfer” on account of my lack of ability, however this is something I am looking to change when time permits.

I Work With

Personal Assistant – Laura Barber
Paraplanner – Ashley Biglin

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

Reviews and Ratings for Financial adviser Gregg Crawford, Hull

Gregg Crawford

Chartered Financial Planner

Darren Goodall

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 – Anita Gardham
Paraplanner – James Foston

Qualifications

AF8 – Retirement Income Planning
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

Reviews and Ratings for Financial adviser Darren Goodall, Leeds

Darren Goodall

Chartered Financial Planner

John Copsey income protection insurance article
John Copsey

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 – Zoe Barlow-Fletcher
Paraplanner – Rachel Naulls

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

John Copsey

Chartered Financial Planner

Joe Sanders

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 – Jamie Cross
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

Joe Sanders

Chartered Financial Planner

Josh Richardson

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 – David Hutchinson
Paraplanner – Charlie Hewson

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

STEP Certificate for Financial Services  – Trusts and Estates Planning

Josh Richardson

Chartered Financial Planner

Charlene Coulbeck

I started my financial services career in 2009 and love making a real difference to my clients’ futures. I make financial advice accessible to all, explaining things in an easy to understand way whilst still bringing the expertise and knowledge you 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.

In my spare time I enjoy gigs and festivals, and I am always finding new hobbies and interests. I also enjoy travelling, and in my mid 20s I spent a few months backpacking the East Coast of Australia, which will be the memory of a lifetime.

I Work With

Personal Assistant – Elaine Fyfe
Paraplanner – Charlie Hewson

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
AF5 – Financial Planning Process

Charlene Coulbeck

Chartered Financial Planner

Wanting to start a career in finance? Join the team today

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