Kevin Ferriby

Chairman

My career in this industry began back in 1997 and I have been overseeing the continued success of Informed Financial Planning since 2004. Since our inception, I have always found great enjoyment in witnessing the development of our very talented staff here. The most challenging aspect of my job is keeping on top of the never ending regulations!

Qualifications
  • G10 – Personal Tax & Trust Planning
  • G20 – Personal Investment Planning
  • G30 – Business Financial Planning
  • G60 – Pensions
  • G70 – Investment Portfolio Management
  • G80 – Long-Term Care, Life & Health Protection
  • H15 – Supervision & Sales Management
  • H25 – Holistic Financial Planning
  • K10 – Retirement Options
  • K20 – Pension Investment Options
  • MAQ – Mortgage Advice Qualification
  • R01 – Financial Services, Regulation & Ethics
  • R02 – Investment Principles & Risk
  • R04 – Pensions & Retirement Planning
  • SV1 – Savings & Investments
  • CF1 – Financial Services, Regulations & Ethics
  • CF2 – Investment & Risk
  • CF3 – Financial Protection
  • CF4 – Retirement Planning
  • CF5 – Integrated Financial PlanningCF6 – Mortgage Advice
  • CF8 – Long Term Care Insurance
  • FP1 – Financial Services & Their Regulations
  • FP2 – Protection, Savings & Investment Products
  • FP3 – Identifying & Satisfying Client Needs
  • STEP Certificate in Financial Services
  • STEP Advanced Certificate in Advising Vulnerable Clients

Now for the personal part…tell us about you

Outside of Informed Financial Planning, I am a massive Rugby League (Hull KR) fan. I also enjoy skiing, cycling and having golf lessons.

What's your favourite memory?

My favourite memory has to be a toss up between our company being awarded “UK Adviser Firm of the Year” by Money Marketing or seeing Hull KR beat Hull FC in the 1980 Challenge Cup Final!

What Our Clients Think About Us

    "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

    "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

    "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs were & fulfilled all my wishes if I could give 10 stars I would."

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