Kevin is the Managing Director and Founder of the Company. He was one of the first financial advisers in the UK to become a Chartered Financial Planner. He is a Fellow Member of both the Personal Finance Society and the Association of Accounting Technicians. He is also the holder of the Society of Trust and Estate Practitioners (STEP) Certificate in Financial Services. His accountancy background combined with his financial services experience and qualifications means that he spends most of his time dealing with the needs of our more sophisticated clients and our network of professional connections. Kevin is also an experienced presenter to both clients and fellow professionals on a variety of topics.
Away from the office Kevin enjoys spending time with his family, watching rugby league, cycling travelling and skiing. In addition, he fulfils the role of trustee for two local charities.
t 01482 219325 | firstname.lastname@example.org | Connect with Kevin
Becky Colley – Operations Director
Becky is our Operations Director and manages the day to day running of the Company. She has obtained Chartered status and is a Fellow of the Personal Finance Society having obtained the Advanced Diploma in Financial Planning. Her examination record is without parallel, having twice been recognised by the Chartered Insurance Institute for outstanding success. Becky is responsible for the compliance and operations side of the business whilst also advising clients on a varied range of financial planning needs and managing key relationships with professional connections in the local area. Her technical knowledge coupled with meticulous preparation ensures that our clients receive a high-quality professional service.
Out of the office Becky has a keen interest in history and films, offers advice related support to a local children’s panel and enjoys socialising with friends and family.
t 01482 219325 | email@example.com | Connect with Becky
Gregg Crawford – Senior Financial Planner
Gregg has been involved in the financial services profession for over 10 years following the completion of his Honours Degree in Business Studies. He since developed his career both through his experience and professional qualifications and currently holds the Diploma in Financial Planning. Gregg specialises in dealing with Private Clients and is responsible for a number of strategic alliances with professional firms in the East Yorkshire area.
When not at the office Gregg’s spare time is spent with his young family and socialising with friends.
t 01482 219325 | firstname.lastname@example.org | Connect with Gregg
Darren joined the financial services sector after graduating from University in 2000 and has since achieved the Diploma in Financial Planning. He has a strong knowledge of all areas of financial planning, specialising in investments, pre and post retirement planning and equity release. 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.
Darren is an avid traveller, trying to tick off as many of the world’s countries as possible. His week consists of playing in local football and squash leagues, and can often be found at most Stoke City and Leeds Rhinos matches.
t 0113 230 5566 | email@example.com | Connect with Darren
Andy joined Informed Financial Planning in the summer of 2008 as a Senior Financial Planner and has been in the financial services profession for 28 years. Most of his career to date has been 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.
Outside of the office Andy enjoys the great outdoors, camping, running, mountain biking, walking, travel, music and spending time with his family.
t 01482 219325 | firstname.lastname@example.org | Connect with Andy
John joined the company as a Senior Financial Planner in 2009 having previously worked for the UK’s largest pension company. He has achieved the Advanced Diploma in Financial Planning and is a Chartered Financial Planner. John 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.
t 01482 219325 | email@example.com | Connect with John
Richard is a Senior Financial Planner and has over 20 years experience in the financial services profession, the last 12 of which have been advising high net worth clients. He has worked for a large firm of accountants in both London and Birmingham. This background means that he spends a significant amount of time dealing with professional connections. Richard is based near Milton Keynes and services our Southern based clients from there. He travels regularly to both the Hull and Leeds office.
Richard is married with two young sons which takes up a lot of his free time, he also enjoys motor sport, football, camping and socialising.
t 01908 568059 | firstname.lastname@example.org
Nick joined IFP in May 2013. He has been in the financial services sector for over 20 years and has achieved his Diploma in Financial Planning. Having previously been working for the Wealth Management arm of a major UK bank, he has a good knowledge across all advice areas and a strong compliance background. Nick’s role as Operations Manager will provide support and experience to the back office staff.
In his spare time, Nick is a keen wine collector and enjoys live music, and socialising.
t 01482 219325 | email@example.com | Connect with Nick
Paul joined us as a Research Analyst in November 2010. He graduated from Hull University with a degree in Financial Management and Accounting and has gained professional experience within a national solicitors firm prior to commencing the graduate trainee program at IFP. His initial hardworking ethos and ability to absorb technical information is already having a positive impact on the support team and we have been delighted with his completion of the Diploma in Financial Planning in 2012.
In his spare time Paul enjoys socialising with friends and family, music, football and the gym.
t 01482 219325 | firstname.lastname@example.org
Elaine joined the Company 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 and reading.
t 01482 219325 | email@example.com
Jessica is an Administrator at Informed Financial Planning after joining the company in March 2010 as an Apprentice. She subsequently completed her NVQ Level II in Business Administration, and in October 2013, gained the Certificate in Financial Administration. Jessica’s main responsibility is to manage our review process – analysing and reviewing our client’s financial plans to ensure they remain in line with their initial objective – and is taking an increasing role in the organisation of IFP’s events and seminars.
When not at the office, Jessica enjoys watching Rugby League and dances for her local team, Hull FC.
t 01482 219325 | firstname.lastname@example.org | Connect with Jessica
Rob joined us in January 2014, and is working at IFP as an apprentice in Administration. He is extremely keen to learn, and has his eye on a future career in Finance. He is currently studying Accounting at college, and in his spare time Rob enjoys a variety of hobbies, such as squash, football and fishing, as well as being an enthusiastic cyclist.
t 01482 219325 | email@example.com