Our Team

Gregg started his financial services career in 1999 and has worked for Informed Financial Planning since its inception in 2004. He subsequently became a part owner of the business in 2009 and is one of six shareholders at Informed Financial Planning.

He has built up a strong knowledge of all areas of financial planning with specialisms in investments, retirement planning and tax planning. Gregg now looks after a diverse group of clients who value his dynamic but simplistic approach and his commitment to regular contact, ensuring client goals are kept on track.

In his spare time, Gregg loves spending time with his two sons, going on holidays and is always looking for his next dream car!

Darren joined the financial services sector after graduating from University in 2000 and was one of the first to join Informed Financial Planning in 2005. He has a strong knowledge of all areas of financial planning, specialising in investments and pre and post retirement planning for both individual and corporate clients. Darren spends a significant amount of his time managing our relationship with a prestigious firm of Chartered Accountants in South Yorkshire, as well as providing a high quality service to our West Yorkshire based clients where he is based.

Darren’s spare time is spent with his young family and he can be found in the stands most weeks watching his two beloved teams, Stoke City and Leeds Rhinos.

Andy joined Informed Financial Planning in the summer of 2008 as a Senior Financial Planner and has been in the financial services profession since 1981. Most of his early career was spent with a major UK life office and he has a wealth of experience across a broad spectrum of markets and product areas. His prime focus has been in the pensions arena ranging from advising clients on their options at retirement, SIPPs, SSAS’ and group employer arrangements as well as general tax, investment and estate planning.

Outside of the office, Andy enjoys the great outdoors, camping, running, mountain biking, walking, travel, music and spending time with his family.

John joined the company as a Senior Financial Planner in October 2009 having previously worked for the UK’s largest pension company. He has now achieved Chartered status and has over 20 years experience in the financial services sector. John spends much of his time looking after our corporate and personal clients across Yorkshire and is also involved in making presentations to clients and fellow professionals.

Away from the office John is a keen rugby union fan and enjoys socialising.

Joe joined Informed Financial Planning as a Research Analyst in 2011 after graduating from Hull University with a degree in Business and Financial Management. Joe’s hardworking attitude has allowed him to become an important part within the company.

Joe has continued to develop with the company and was authorised to provide financial advice on the full spectrum of financial planning needs in 2014. He holds a number of specialist investment and retirement qualifications and is currently one of the youngest Fellows of the Personal Finance Society. Joe also became a Chartered Financial Planner in May 2016.

In both 2016 and 2017, Joe received notification from Citywire New Model Adviser that he was named in the ‘Top 35 Advisers under 35’ throughout the United Kingdom.

In his spare time, Joe has a keen interest in sports and plays rugby union for Hull Ionians.

Josh joined Informed Financial Planning as a trainee Paraplanner in 2015 after obtaining a First Class Honours Degree in Law at Northumbria University. Josh took advantage of the graduate trainee scheme which we offer and after only 12 months obtained his Diploma in Regulated Financial Planning.

Following his exam success, Josh became authorised to provide financial advice from October 2016 and is now currently dealing with clients and professionals mainly in East & West Yorkshire. In February 2018, Josh obtained Chartered Financial Planner Status.

In Josh’s spare time he enjoys spending time with friends and family and watching football and cricket.

Charlene has worked in Financial Services since 2012 and joined Informed Financial Planning in 2016 as a Paraplanner. After achieving Diploma status just one year after, she progressed to Senior Paraplanner and now is an authorised Financial Planner. Charlene is committed to providing ethical holistic financial advice in all areas – including pension planning, inheritance tax planning, later life advice, investment advice, and both personal and business protection.

Outside of work she likes to enjoy the simple things in life – good food, good wine and saving up for the next holiday!

Ashley joined Informed Financial Planning’s Graduate Trainee Scheme in May 2017 after obtaining a Degree in Accountancy from the University of Hull. The scheme involves thorough technical training alongside working towards the Diploma in Regulated Financial Planning with the Chartered Insurance Institute.

Aside from work, Ashley enjoys socialising with family and friends and going to the gym. His main interests are fashion, music and football – he’s a big Liverpool fan!

Rachel joined Informed Financial Planning as a Paraplanner on the 1st September 2017 and is currently studying for her CII Diploma in Regulated Financial Planning. Her role involves working closely with the advisers whilst preparing recommendations reports.

Outside of work, Rachel likes to spend her time in muddy trenches as an archaeologist and socialising with friends both inside and outside of pubs!

James joined the business in April 2018 as a Paraplanner after graduating from The University of Sheffield in 2017 with a First class degree in Economics. His role involves liasing with advisers to produce suitability reports for clients and other technical aspects of the business. He will be working towards the Diploma in Regulated Financial Planning with the CII alongside this.

In his spare time James enjoys watching Hull City, Hull Kingston Rovers and travelling the country following his favourite bands.

Georgina graduated from the University Of Sheffield and joined Informed Financial Planning as a Paraplanner in February 2016. She has completed her CII Diploma in Regulated Financial Planning, and is now working towards her Chartered Status. Georgina’s main duties involve working closely with advisers in relation to report writing and research.

In her spare time Georgina enjoys spending time with her daughter, family and close friends.

Having worked in Financial Services for 2 years previously, Ellie joined Informed Financial Planning as Technical Administrator in January 2019. Her role involves assisting the Paraplanning team with technical queries and the preparation of reports. She is also currently working towards her Diploma in Regulated Financial Planning with the CII.

In her spare time, Ellie travels the country to compete with her local Cheerleading team, something she has done for the last 8 years! She also enjoys socialising with friends, listening to music and online shopping.

Lewis joined the company as a Compliance Assistant in September 2017 after graduating from Hull University with a Degree in Business Studies. His role initially is learning the role of a Paraplanner with the Paraplanning team, but in the near future he will be joining the Compliance Team completely. In the coming year he will be working towards the Diploma in Regulated Financial Planning with the Chartered Institute.

When not working, Lewis enjoys socialising with friends and family. He is also a big football fan, going to watch Hull City every other weekend!

Joanne joined Informed Financial planning in November 2018 and is now the dedicated Adviser PA to Financial Planner, Charlene Coulbeck.

Before joining us, she previously worked for a specialist oils company as Logistics and Production Lead, supplying speciality oils for the cosmetics and pharmaceuticals industry. Joanne was responsible for delivering production planning, logistics and warehouse management across the site.

Joanne is married, has a 10 year old Daughter and an adopted grumpy black cat. She spends her free time with her family and friends, enjoying good food and the odd glass of bubbles!

Jade joined Informed Financial Planning in February 2019 and is now the dedicated PA for one of our Financial Planners, Darren Goodall. Currently, her daily duties involve pre-sale administration, daily adviser support and client communication..

In her spare time, Jade enjoys spending time with her little boy and taking him on days out as much as she can. She also loves going out to eat and spending time with her friends (when she gets the chance!).

Beth joined Informed Financial Planning in October 2014 as an Administration Apprentice, shortly after completing her Account and Law A-Levels at Wyke Sixth Form College. Beth’s hard work and enthusiasm was recognised and in September 2015, she was offered a full time position as a Business Processor.

Beth is now the dedicated PA for one of our Financial Planners, Gregg Crawford. Currently, her daily duties involve pre-sale administration, daily adviser support and client communication. Beth is also studying with the CII to gain her Award in Financial Administration.

In her spare time, Beth enjoys spending time with her friends and family, both inside and out of bars, as well at visiting local cities.

Lesley started with Informed Financial Planning as an Administrator in June 2017 on a temporary basis but has since been taken on permanently as an Adviser PA to Andy Collinson and Joe Sanders. She worked within the NHS for over 20 years as both Shift Manager and Team Leader, gaining experience as an NVQ Assessor and achieving a City & Guilds 7301 Teaching Certificate.

When not at work, Lesley loves spending time with husband Neil, walking her dog Ruby, family time and socialising with friends.

She is a huge Elvis fan and has been lucky enough to have visited Graceland, Memphis!

Elaine joined Informed Financial Planning as an Administrator following a merger with another practice in June 2008. She had spent 15 years with her previous firm acting within a similar role after beginning her career as an Audio Typist in 1993.

She spends most of her time liaising with providers and clients to ensure that the implementation of our strategies achieve positive and efficient outcomes.

In her spare time Elaine enjoys visiting the theatre, walking, running and reading. Elaine is also an animal lover and is currently plotting to steal her mum’s pug, Max.

Anita joined the company in November 2017, after previously working at Wolfreton School for a number of years where she gained experience in administration doing a variety of admin roles within the school. During this time, she completed her NVQ level 3 in Business and Administration.

Anita is now the dedicated PA for one of our Financial Planners, Josh Richardson. Currently, her daily duties involve pre-sale administration, daily adviser support and client communication.

Outside of work, Anita enjoys reading murder/thriller novels, socialising with family and friends and the occasional bit of gardening. She is also very keen on health and fitness and would really like to take part in a ‘Tough Mudder’ next year!

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!

Tom joined Informed Financial Planning in October 2017 as a Marketing Apprentice after completing his A-levels in Maths, Further Maths and Law. His role involves working alongside Business Development Manager, Jessica McMahon, organising events, providing brand analysis, managing the company’s social media and website and any ad-hoc tasks that come up throughout all areas of the business.

Outside of work, Tom enjoys socialising with friends, attending gigs and is also in a band himself called The Avenues!

Josh joined as Finance Apprentice is December 2018 after finishing his A-Levels in Economics & Science. His role includes helping Management Accountant, Sarah Williams, in her day-to-day duties, chasing payments and running the month end.

When not working he is spending time with family, friends and his girlfriend. Josh is also a keen skateboarder and will often be found at the nearest skate park.