Category: IFP news
IFP supports Ireland Rugby League
Informed Financial Planning is delighted to support Ireland Rugby League in some upcoming matches and tournaments. We are committed as a firm and individuals to supporting events and charities close to our hearts – the charity Saggy’s Trust – set up to support rugby league players and their families in distress or hardship – is [...]
Read moreBungee!
What were you doing this Bank Holiday Monday? Perhaps some DIY, a day out..? One of our administrators – Jessica McMahon – meanwhile completed a Bungee Jump for the charity Cash for Kids – a charity set up to help local children. The specific purpose of the event was for Hull Royal’s new Children’s Accident [...]
Read moreExam Success at IFP!
As a Chartered firm of financial planners, we pride ourselves on our professional qualifications which ensure we are able to provide the highest quality financial advice to our clients. It is not only important that our client facing advisers are well qualified but also our support team who assist in formulating the reports and recommendations [...]
Read moreKevin turns 50!
Our Managing Director – Kevin Ferriby – turns age 50 next week – I know – hard to believe ! In celebration of Kevin’s birthday here are some of his earlier memories. Apologies for the black and white photos – apparently they didn’t used to make colour! From early school days to some more [...]
Read moreIFP host successful seminar for solicitors
Informed Financial Planning ran – in conjunction with SIFA – a successful compliance seminar for solicitors on 27th March at the Village Hotel in Hessle. It was well received by the solicitors who attended with the feedback provided excellent. The seminar was motivated by some of the changes in the Legal Services Act for solicitors [...]
Read moreAll IFP advisers a year ahead of RDR qualifications target
The financial services profession is undergoing some significant changes titled the Retail Distribution Review (RDR) which will come into effect from 1st January 2013. The purpose of this is to set out new guidelines of professionalism across the industry in terms of how clients will pay for the advice they receive (adviser charging), the ongoing relationships [...]
Read moreChristmas Donation 2011
As an alternative to sending Christmas Cards, Informed Financial Planning are continuing their tradition of contributing to a deserving cause instead. This year we have selected Help Millie – which was set up for a girl (aged 7) in Milton Keynes who has been diagnosed with the rare genetic disorder of Metachromatic leukodystrophy (MLD). This affects [...]
Read moreIFP interviewed for Professional Adviser Magazine
We were recently asked by Professional Adviser if they could use Informed Financial Planning as a feature within their re-vamped weekly magazine. This was based around the importance of the role of Paraplanners within our business which is an area we feel is of particular importance. Gregg Crawford (Senior Financial Planner) and Paul Bowater (Research [...]
Read moreHumber Corporate Challenge
On Friday 21st October 2011 members of the IFP team took part in the Humber Corporate Challenge held at the new Sirius Academy in Hull. This was organised by The Humber Sports Partnership (@HumberSport) as they strive to promote sport within all areas of the community and in this instance in local businesses. The success of [...]
Read moreIFP – Client Survey 2011 Findings Revealed
Informed Financial Planning’s latest annual client survey has revealed their best feedback yet, with all respondents highlighting that they would happily recommend the business to a friend. As the first firm of Chartered Financial Planners in Yorkshire, IFP carried out their survey earlier this month, with all respondents agreeing or strongly agreeing that their adviser [...]
Read more
