Meet the team

We pride ourselves on our accessibility and professionalism and that applies to every one of our team. Our advisers and support staff are constantly developing their knowledge in the ever changing world of financial services. This, combined with many years previous experience, means we can provide the best advice to all our individual and corporate clients.

Take a look at our personal profiles where you will find details of our experience, interests and qualifications.

Kevin Ferriby

Managing Director

Kevin is the 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 and the Advanced Certificate in Advising Vulnerable Clients. 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.

Email: k.ferriby@informedfinancialplanning.co.uk

Lindsey Gresham

Director

Lindsey joined Informed Financial Planning as a Director in 2013, with responsibility for treating customers fairly (TCF).

Born and brought up in the East Riding of Yorkshire, Lindsey has worked in business and education in Hull since graduating from Oxford University with Honours in 1994.

In her spare time Lindsey enjoys playing the piano, painting and following her favourite Rugby League team with her family.

Email: l.gresham@informedfinancialplanning.co.uk

Gregg Crawford

Senior Financial Planner

Gregg has been involved in the financial services profession for 15 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 occupied by spending time with his family and socialising with his friends.

Email: g.crawford@informedfinancialplanning.co.uk

Andy Collinson

Senior Financial Planner

Andy joined Informed Financial Planning in the summer of 2008 as a Senior Financial Planner and has been in the financial services profession for over 35 years. Most of his early career was 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 as well as general tax, investment and estate planning.

Outside of the office, Andy enjoys the great outdoors, camping, running, mountain biking, walking, travel, music and spending time with his family.

Email: a.collinson@informedfinancialplanning.co.uk

Darren Goodall

Senior Financial Planner

Darren joined the financial services sector after graduating from University in 2000 and was one of the first to join Informed Financial Planning in 2005. He has a strong knowledge of all areas of financial planning, specialising in investments and pre and post retirement planning for both individual and corporate clients. 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 where he is based.

Darren’s spare time is spent with his young family and he can be found in the stands most weeks watching his two beloved teams, Stoke City and Leeds Rhinos.

Email: d.goodall@informedfinancialplanning.co.uk

John Copsey

Chartered Financial Planner

John joined the company as a Senior Financial Planner in October 2009 having previously worked for the UK’s largest pension company. He has now achieved Chartered status and 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.

Email: j.copsey@informedfinancialplanning.co.uk

Joe Sanders

Chartered Financial Planner

Joe joined Informed Financial Planning as a Research Analyst in 2011 after graduating from Hull University with a degree in Business and Financial Management. Joe’s hardworking attitude has allowed him to become an important part within the company.

Joe has continued to develop with the company and was authorised to provide financial advice on the full spectrum of financial planning needs in 2014. He holds a number of specialist investment and retirement qualifications and is currently one of the youngest Fellows of the Personal Finance Society. Joe also became a Chartered Financial Planner in May 2016.

In December 2016, Joe received notification from Citywire New Model Adviser that he was named in the ‘Top 35 Advisers under 35’ throughout the United Kingdom.

In his spare time, Joe has a keen interest in sports and plays rugby union for Hull Ionians.

Email: j.sanders@informedfinancialplanning.co.uk

Josh Richardson

Financial Planner

Josh joined Informed Financial Planning as a trainee Paraplanner in 2015 after obtaining a First Class Honours Degree in Law at Northumbria University. Josh took advantage of the graduate trainee scheme which we offer and after only 12 months obtained his Diploma in Regulated Financial Planning. Josh is now working towards his Advanced Diploma in Financial Planning which is a minimum requirement for obtaining Chartered Financial Planner Status.

Following his exam success, Josh became authorised to provide financial advice from October 2016 and is now currently dealing with clients and professionals mainly in East & West Yorkshire.

In Josh’s spare time he enjoys spending time with friends and family and watching football and cricket.

Email: j.richardson@informedfinancialplanning.co.uk

Anjeanette Kemp

Practice Manager

Anjeanette Kemp joined Informed Financial Planning in November 2015 as our Practice Manager, a newly created role to meet the demands of our ever expanding business. Anjeanette has worked in the financial services industry for over 10 years. Prior to working for us, Anjeanette has gained management experience in various roles from education, local government, manufacturing and retail.

Out of the office Anjeanette enjoys spending time with friends and family travelling and eating good food.

Email: a.kemp@informedfinancialplanning.co.uk

Sarah Williams

Management Accountant

Sarah is Informed Financial Planning’s Company Accountant. She has over 10 years experience working in the accountancy industry and qualified with Chartered Certified status in 2016. She made the move from an accountancy practice to follow her ambition of becoming a company accountant, an opportunity with us that she could not miss!

She is married with two sons so when not at work, Sarah loves to have family days out or even family days in just chilling, watching films or baking.

On the rare occasion she gets a night out, she loves to spend her time eating, drinking and dancing with friends (who doesn’t?).

Elaine Baker

Compliance Manager

Elaine joined Informed Financial Planning in October 2016 as a Compliance Officer, another newly created role. Elaine started work in Financial Services in 1982, during the pre Compliance days, for a large Life Assurance Company and has seen many changes within the industry during the last 35 years.  She brings to us her valuable experience of having had various Compliance roles, these vary from working for an IFA network to her previous role as a Compliance Officer in a Stockbrokers in Leeds.

In her spare time Elaine enjoys spending time with her family and friends.

Email: e.baker@informedfinancialplanning.co.uk

 

 

Jessica McMahon

Marketing Manager

Jessica joined Informed Financial Planning in March 2010 and was our very first apprentice. She has since gained a number of financial qualifications and is now studying for the Professional Certificate in Marketing with the CIM. Jessica deals with all things marketing for the firm with her main responsibilities being our website, social media, handling company blogs and event planning.

Outside of work, Jessica convinces herself she is a gym-goer but we don’t think that once a year quite makes the cut! She loves going on holidays and spending time with her family and friends.

Email: j.mcmahon@informedfinancialplanning.co.uk

Samantha Sharp

Administration Manager

Sam Sharp joined Informed Financial Planning as an Administrator in May 2015 after gaining 7 years previous experience at Hull College. During this time, Sam completed her NVQ L3 in Business Administration and L3 CIPD Diploma in Human Resources. Since working at Informed Financial Planning Sam has completed her L5 Diploma in Management and Leadership and is now focusing on her financial qualifications.

Sam has progressed during her time at the company, moving from Reviews Team Leader to Administration Manager and now oversees the leadership of the Adviser PAs, New Business Administrators and the Administration Apprentice.

When not at the office, Sam enjoys socialising with friends and family and walking her dog Tetley. She also has a keen interest in fashion and you will always find her browsing ASOS on her lunch…

Email: s.sharp@informedfinancialplanning.co.uk

Elizabeth Bell

Senior Paraplanner

 

Liz joined Informed Financial Planning in March 2016 as Senior Paraplanner. Liz has now been paraplanning for over 10 years, having previously spent 8 years as an Adviser, both as an Independent Adviser and for a large Life Assurance company. She is Diploma qualified and always looking to learn.

Outside of work, Liz spends time reading and watching TV/films – usually whilst acting as a cat cushion for her two furry boys. Liz also enjoys holidays and swimming and generally spending time with friends and family.

Email: e.bell@informedfinancialplanning.co.uk

Ashley Biglin

Paraplanner

Ashley joined Informed Financial Planning’s Graduate Trainee Scheme in May 2017 after obtaining a Degree in Accountancy from the University of Hull. The scheme involves thorough technical training alongside working towards the Diploma in Regulated Financial Planning with the Chartered Insurance Institute.

Aside from work, Ashley enjoys socialising with family and friends and going to the gym. His main interests are fashion, music and football – he’s a big Liverpool fan!

Charlene Coulbeck

Paraplanner

Charlene had three years previous experience in the industry before taking a short career break backpacking down the East Coast of Australia. She then joined Informed Financial Planning in September 2016 as a paraplanner which involves working closely with the advisers, preparing recommendation reports and conducting product research. Charlene has achieved DipPFS status by obtaining the CII Diploma in Financial Planning, and has already started working towards achieving Chartered status.

Outside of work Charlene likes to enjoy good food (and wine!), socialising with friends, and going to music gigs.

Email: c.coulbeck@informedfinancialplanning.co.uk

Georgina Stocker

Paraplanner

 

Georgina graduated from the University Of Sheffield and joined Informed Financial Planning as Paraplanner in February 2016. She has completed her CII Diploma in Regulated Financial Planning, and is now working towards her Chartered Status. Georgina’s main duties involve working closely with advisers in relation to report writing and research.

In her spare time Georgina enjoys spending time with her daughter, family and close friends.

Email: g.stocker@informedfinancialplanning.co.uk

Rachel Naulls

Paraplanner

Rachel joined Informed Financial Planning as a Paraplanner on the 1st September 2017 and is currently studying for her CII Diploma in Regulated Financial Planning. Her role involves working closely with the advisers whilst preparing recommendations reports.

Outside of work, Rachel likes to spend her time in muddy trenches as an archaeologist and socialising with friends both inside and outside of pubs!

Email: r.naulls@informedfinancialplanning.co.uk

Aaron Koshy

Paraplanner

Having been involved with the company for a number of years, Aaron officially joined the Paraplanning department back in August 2016. Now also studying at the University of St Andrews, Aaron works in close conjunction with one of our Chartered Financial Planners, John Copsey, in producing recommendation reports and fund analysis for the benefit of our clients. Having already completed a number of CII exams, he now aims to continue to develop his technical understanding by continuing his studies towards the CII Diploma in Financial Planning and the PFS Certificate in Discretionary Investment Management.

In his spare time, Aaron can be found enjoying the company of friends, in the gym or enjoying the care-free melodies of his record collection.

Email: a.koshy@informedfinancialplanning.co.uk

 

Lewis Atkinson

Compliance Assistant

Lewis joined the company as a Compliance Assistant in September 2017 after graduating from Hull University with a Degree in Business Studies. His role initially is learning the role of a Paraplanner with the Paraplanning team, but in the near future he will be joining the Compliance Team completely. In the coming year he will be working towards the Diploma in Regulated Financial Planning with the Chartered Institute.

When not working, Lewis enjoys socialising with friends and family. He is also a big football fan, going to watch Hull City every other weekend!

Email: l.atkinson@informedfinancialplanning.co.uk

Bethany Jones

Adviser PA

Beth joined Informed Financial Planning in October 2014 as an Administration Apprentice, shortly after completing her Account and Law A-Levels at Wyke Sixth Form College. Beth’s hard work and enthusiasm was recognised and in September 2015, she was offered a full time position as a Business Processor.

Beth is now the dedicated PA for two of our Financial Planners, John Copsey & Gregg Crawford. Currently, her daily duties involve pre-sale administration, daily adviser support and client communication. Beth is also studying with the CII to gain her Award in Financial Administration.

In her spare time, Beth enjoys spending time with her friends and family, both inside and out of bars, as well at visiting local cities.

Email: b.jones@informedfinancialplanning.co.uk

Lesley Hartley

Adviser PA

Lesley started with Informed Financial Planning as an Administrator in June 2017 on a temporary basis but has since been taken on permanently as an Adviser PA to Andy Collinson and Joe Sanders. She worked within the NHS for over 20 years as both Shift Manager and Team Leader, gaining experience as an NVQ Assessor and achieving a City & Guilds 7301 Teaching Certificate.

When not at work, Lesley loves spending time with husband Neil, walking her dog Ruby, family time and socialising with friends.

She is a huge Elvis fan and has been lucky enough to have visited Graceland, Memphis!

Email: l.hartley@informedfinancialplanning.co.uk

Mandie Masters

Adviser PA

Mandie joined Informed Financial Planning in August 2016 as a Pre-Sale Administrator in the New Business Team. Prior to joining us, Mandie worked for 15 years within the NHS where she had gained experience as an NVQ Assessor and an NVQ Level 3 in Customer Care. Mandie works alongside her Team Leader and her role mainly consists of contacting providers to request information for numerous different products.

When not in the office, Mandie is usually found socialising with friends and going for long walks with her dog. Mandie also has a slight obsession which involves buying numerous coats and hats! We wonder what her favourite season is?

Email: m.masters@informedfinancialplanning.co.uk

Elaine Fyfe

New Business Administrator

Elaine joined Informed Financial Planning 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, running and reading. Elaine is also an animal lover and is currently plotting to steal her mum’s pug, Max.

Email: e.fyfe@informedfinancialplanning.co.uk

Laura Barber

General Administrator

Laura joined Informed Financial Planning in April 2017 as a Part Time Administrator.

Laura previously worked for the Civil Service for over 15 years between HMRC and the Intelligence Team for the Home Office.

She is married with two young daughters who keep her very busy. Laura spends her spare time with family and friends and is partial to the occasional glass of wine!

Lucy Cooper

Business Administration Apprentice

Lucy joined Informed Financial Planning in October 2017 as a Business Administration Apprentice. Her role involves greeting clients, inputting client data and organising the mail amongst other duties.

Having studied Photography at A-level, she has continued this as a hobby and enjoys taking landscape photographs. She also loves going on shopping trips and doing outdoor activities such as cycling and hill walking in the Lake District.

Email: l.cooper@informedfinancialplanning.co.uk

Tom Foston

Marketing Apprentice

Tom joined Informed Financial Planning in October 2017 as a Marketing Apprentice after completing his A-levels in Maths, Further Maths and Law. His role involves working alongside Marketing Manager Jessica McMahon, managing the company’s social media and website, purchasing products used for marketing purposes and any ad-hoc tasks that come up throughout all areas of the business.

Outside of work, Tom enjoys socialising with friends, attending gigs and is also in a band himself called The Avenues!

Email: t.foston@informedfinancialplanning.co.uk