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 are authorised by the Financial Conduct Authority to provide advice on a full range of financial planning services regarding personal and corporate planning.
We are an independent firm which means we are not tied to any providers, allowing us to recommend products from the whole of the market which are most suited to your needs.
We are an independent firm which means we are not tied to any providers, allowing us to recommend products from the whole of the market which are most suited to your needs.
Services
Our History
Report
Kevin Ferriby started Informed Financial Planning in 2004. He believed there was a place in the market for a modern firm with a set of highly qualified financial planners who had client service at their core. Informed Financial Planning became the first firm in Yorkshire to achieve Corporate Chartered Status.
What We Do
Report
Based throughout Yorkshire with offices in Hull, Leeds and Barnsley, we work with individuals and businesses throughout the country. Our aim is to help you identify your future goals and create a suitable financial plan to help you achieve these. Our relationships with clients are always built on trust.
Meet the Team
Report
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.
Join the team
Report
We have been named as one of the Best Financial Adviser Firms to Work For in the UK for the last 4 years by industry publication, Professional Adviser. We're based in a newly refurbished office which includes a shower, break-out zones and a social dining area. The main purpose of the role is to support the delivery of an excellent service to clients and provide comprehensive administration support to Financial Planners on a day-to-day basis.
Tour the Office
Report
With offices in Hull, Leeds and Barnsley, we are never far away should you need a meeting. Not only that, but we can also provide home meetings in order to make the advice process as effortless for you as we can. Designed by Red Frog Design and renovated by Johnson Construction, our main headquarters in Hull were built with our clients in mind.
Reviews
Be the first to review Informed Financial Planning.
Write a Review