Client Area

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 Planning
CF6 – 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

    Andrew M

    An excellent service all round

    "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."

    Dawn T

    The whole process was very easy

    "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."

    Michael K

    Most professional company I've dealt with

    "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 where & fulfilled all my wishes if I could give 10 stars I would."

Book a no obligation meeting at no cost to you

Looking to manage your wealth effectively? 

Informed Financial Planning invites you to an exclusive event, Wealth Management Workshop – Building & Protecting your Money, tailored for individuals who have accumulated wealth and seek clarity regarding their often-complex financial situation. Spaces are limited; however, as valued clients of Finnies Accountants, you are granted priority access
Register Here