Meet the team

We pride ourselves on our accessibility and professionalism and that applies to every member 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 a local charity.

Lindsey Gresham

Director

Lindsey joined Informed Financial Planning as a Director in 2013, with responsibility for the fair treatment of customers.

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.

Gregg Crawford

Senior Financial Planner

Gregg started his financial services career in 1999 and has worked for Informed Financial Planning since its inception in 2004. He subsequently became a part owner of the business in 2009 and is one of six shareholders at Informed Financial Planning.

He has built up a strong knowledge of all areas of financial planning with specialisms in investments, retirement planning and tax planning. Gregg now looks after a diverse group of clients who value his dynamic but simplistic approach and his commitment to regular contact, ensuring client goals are kept on track.

In his spare time, Gregg loves spending time with his two sons, going on holidays and is always looking for his next dream car!

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.

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 since 1981. 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.

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.

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 both 2016 and 2017, 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.

Josh Richardson

Chartered 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.

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 February 2018, Josh obtained Chartered Financial Planner Status.

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

Charlene Coulbeck

Financial Planner

Charlene has worked in Financial Services since 2012 and joined Informed Financial Planning in 2016 as a Paraplanner. After achieving Diploma status just one year after, she progressed to Senior Paraplanner and now is an authorised Financial Planner. Charlene is committed to providing ethical holistic financial advice in all areas – including pension planning, inheritance tax planning, later life advice, investment advice, and both personal and business protection.

Outside of work she likes to enjoy the simple things in life – good food, good wine and saving up for the next holiday!

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.

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?).

Jessica Crawford

Business Development Manager

Jessica joined Informed Financial Planning in March 2010 and is now responsible for with developing, implementing and executing our strategic marketing plan.

Her day to day role involves overseeing all marketing initiatives across a range of channels, both online and offline. She works alongside the directors and senior management to determine targets, agree budgets and deliver campaign results.

Outside of work, Jessica loves to try new things which usually don’t last. Her latest fad was rollerblading, though this soon stopped after a few too many cuts and bruises!

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…

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 her career.  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.

 

 

Georgina Stocker

Senior 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.

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!

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!

James Foston

Paraplanner

James joined the business in April 2018 as a Paraplanner after graduating from The University of Sheffield in 2017 with a First class degree in Economics. His role involves liasing with advisers to produce suitability reports for clients and other technical aspects of the business. He will be working towards the Diploma in Regulated Financial Planning with the CII alongside this.

In his spare time James enjoys watching Hull City, Hull Kingston Rovers and travelling the country following his favourite bands.

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!

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.

 

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 role is now that of an Adviser PA for two of our Financial Planners, Darren Goodall and Josh Richardson.

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?

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!

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.

Anita Brown

New Business Administrator

Anita joined the company in November 2017 as a New Business Administrator. She is currently working closely with Elaine Fyfe, the adviser PAs and the Paraplanners. She previously worked at Wolfreton School for a number of years where she gained experience in administration doing a variety of admin roles within the school. During this time, she completed her NVQ level 3 in Business and Administration.

Outside of work, Anita enjoys reading murder/thriller novels, socialising with family and friends and the occasional bit of gardening. She is also very keen on health and fitness and would really like to take part in a ‘Tough Mudder’ next year!

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.

Tom Foston

Marketing Assistant

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 Business Development Manager, Jessica McMahon, organising events, providing brand analysis, managing the company’s social media and website 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!