Business Details
22 Years
experience
Trusted Chartered Financial Advisers in Hull
Established in 2004, Informed Financial Planning has built a reputation as a leading Chartered financial planning firm with a commitment to client-centric service. Our team of six financial planners brings over 100 years of combined industry experience, supported by our Corporate Chartered Status awarded in 2006 - a first for Yorkshire firms. We operate with core values of mindfulness, integrity, and collaboration, delivering tailored financial solutions for both individuals and businesses. Our transparent fee structure and award-winning approach have earned us 50+ industry accreditations and consistent recognition as a trusted advisor. With offices in Hull, Leeds, and Barnsley, we serve clients nationwide through face-to-face meetings and modern technology.Our strategic management buyout in 2022 ensured continued independence while maintaining our founding principle of delivering peace of mind through expert financial guidance. Client testimonials consistently highlight our exceptional service quality, with one client describing us as 'the most professional company I've ever dealt with in all my 59 years'. We specialise in personal and corporate financial planning, including retirement strategies, investment management, and tax-efficient solutions, all delivered with our trademark open and transparent approach.
Services
Personal Financial Planning
Retirement Planning
Investment Management
Tax Planning
Protection
Cash Flow Planning
Corporate Financial Planning
Business Investment
Auto Enrolment
Business Protection
Details
- Year established: 2004
Highlights and features
- We hold Corporate Chartered Status, achieved in 2006 as Yorkshire's first firm
- Our team has over 100 years combined experience in financial planning
- Transparent fee structure with no hidden charges
- Award-winning service with 50+ industry accreditations
- Personalised approach combining technical expertise with client understanding
Associations and certifications
- Financial Conduct Authority
- Corporate Chartered Status
What people say
Excellent service all round
Very easy process
Most professional company
Great knowledge and advice
No pressure approach
Services
Personal Financial Planning
We create tailored financial strategies for individuals, combining investment management with retirement and tax planning. Our approach focuses on long-term wealth growth and protection, using market-leading analysis tools. Clients benefit from regular reviews and adjustments to ensure their plans evolve with changing circumstances, providing confidence in their financial future.
Corporate Financial Planning
Specialist financial solutions for businesses, covering succession planning, asset protection, and employee benefits. We help companies develop sustainable growth strategies while managing tax liabilities. Our services include business investment planning and auto-enrolment compliance, ensuring both organisational and employee financial security through expert guidance.
Retirement Planning
Comprehensive retirement strategies tailored to individual needs, focusing on income sustainability and tax efficiency. We assess current financial positions and future goals to create realistic retirement timelines. Our approach includes investment management and pension consolidation, ensuring clients achieve their desired lifestyle while maintaining financial security throughout retirement.
Tax Planning
Strategic tax mitigation solutions covering inheritance, capital gains, and income tax. We utilise legal allowances and reliefs to maximise after-tax returns while maintaining compliance. Our services include trust planning and gifting strategies, helping clients preserve wealth across generations through proactive tax-efficient structuring.
Business Protection
Risk management solutions safeguarding businesses against financial loss from key person absence or critical illness. We design tailored protection packages including life insurance and income protection policies. Our approach ensures business continuity and financial stability during challenging times, protecting both company assets and employee welfare through comprehensive coverage strategies.
People
Kevin Ferriby
Chairman
Founder of Informed Financial Planning in 2004 and current Chairman, Kevin established the firm's client-focused ethos. He led the management buyout in 2022, ensuring continued independence and long-term business sustainability.
Josh Richardson
Managing Director
Appointed Managing Director in 2022, Josh oversees daily operations and strategic direction. With extensive industry experience, he leads the team of financial planners in delivering expert advice while maintaining the firm's core values.
Charlie
Financial Planner
Experienced financial planner specialising in pension advice, known for exceptional client service. Featured in client testimonials for providing clear guidance and demonstrating comprehensive technical knowledge during client interactions.
Zoey
Financial Adviser
Key member of the advisory team, Zoey provides support across various financial planning areas. Recognised by clients for her approachable manner and ability to explain complex financial concepts in accessible terms.
Questions
What qualifications do your financial advisers hold?
All our advisers are Chartered status holders with extensive industry experience, supported by our FCA authorisation and 50+ industry accreditations.
How are your fees structured?
We use transparent fee structures including strategy fees (£1,500–£14,500), implementation fees, and a 1% annual management charge with no hidden extras.
Do you offer face-to-face meetings?
Yes, we have offices in Hull, Leeds, and Barnsley, and can arrange home visits while also offering virtual consultations for UK-wide clients.
What investment approaches do you use?
We employ tax-efficient investment strategies tailored to individual risk profiles, with regular portfolio reviews to ensure alignment with financial goals.
How do you handle client confidentiality?
We maintain strict confidentiality protocols, treating all client information with the highest security and discretion as required by FCA regulations.
Can you help with business financial planning?
Yes, we specialise in corporate financial planning including succession strategies, business protection, and employee benefit schemes tailored to company needs.
Reviews (5)
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Sep 18, 2021
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Kevin Stones
Sep 18, 2021
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Both my wife and myself would never have had the confidence and or the expertise to have retired when we did without IFP to help and guide us. Joe Saunders has been a fantastic help to us and hasn't hesitated to point out any flaws in the way we thought retirement would be funded. At the time that covid struck the guidance Joe gave us was both strong and correct. My wife and I would like to take this opportunity to thank him for all his help. Everyone gets the same high quality of care. Thanks very much Kevin and Julie
Tamara Hall
Aug 31, 2021
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IFP was recommended by my accountant and theyve been very helpful and easy to work with. It has been much easier and more enjoyable than I expected. Good explanation of the risks and how it all works which I like. I would definitely recommend them to my friends.
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Aug 05, 2021
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Aug 05, 2021
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