Informed Financial Planning

Independent Financial Adviser  Chartered Financial Planners, Hessle, Hull, HU13 0EG
First meeting at adviser's own cost
We are a Chartered, multi-award winning firm of Independent Financial Planners.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Joe Sanders BA (Hons) FPFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

Accreditations
Chartered Financial Planner
Josh Richardson MLaw (Hons) APFS
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

John Copsey FPFS
Chartered Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assessed specialist supervisory knowledge and skills in the regulatory environment.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Chartered Financial Planner
Andrew Collinson DipPFS
Senior Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Darren Goodall BA (Hons) DipPFS
Senior Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Gregg Crawford BA (Hons) DipPFS
Senior Financial Planner

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
We are a small company and have benefited greatly from the sound financial advice provided by IFP over a period of several years.
Roy Fulthorpe, Carl Stahl Evita, Doncaster
It is now some time since we changed our Financial Adviser and we felt that we should at least convey our appreciation of the way in which IFP have taken us on board and advised us, especially in these difficult times. It is refreshing to have somebody to call upon who says you, you, you and not me, me, me all the time and to know that you are keeping an eye on us when we are not! Thank you IFP
Sheila and David Jordan, Beverley
I have found ifp to be helpful, honest and true to their word, and I'm sure the relationship will strengthen on these good foundations that others seem to lack
Paul Coletta, Wakefield
We have been with Informed Financial Planning for the best part of ten years. During that time we have received excellent, informed service. Unlike similar organizations, who receive the initial investment and then remain silent, IFP has constantly reviewed our investments and advised us on the best future path to take. The advice we have received has been objective and where there have been choices to make we have always felt confident that we have been fully briefed before making our decision. The advisors are knowledgeable, friendly, courteous and obliging. We have been very pleased with the service we have received and would recommend the firm to you
Les & Jennie Fisher, Hull
I have used IFP to advise me on Pension SIPP and other financial matters. I know I am in good hands, as chartered financial planners, IFP provide a very high quality service and professional advice delivered with utmost integrity and impartiality. A service totally focused on the best interests of the client. I can thoroughly recommended IFP.
Bob Holley, York
About us

Established in 2004, Informed Financial Planning are a leading firm of Independent Financial Advisers. Our aim is to help our clients identify and clarify their key financial objectives and then help them to build a secure financial future that allows them to make those objectives a reality.

Based in Yorkshire, with offices in Leeds, Hull and Barnsley, we work with clients throughout the country. We have established an enviable reputation with both our clients and other professionals with whom we work, for delivering in depth expert advice and personal service, tailored to the needs of each individual.

We will build a genuine, long-term partnership with you to ensure that your financial plan isn’t derailed. This ongoing relationship, delivered through regular client reviews, enables us to continue to keep your plans on track as your circumstances, legislation and tax rules change.

We are delighted to have been awarded Money Marketing's UK Adviser Firm of the Year 2018 along with Professional Adviser's 'North East Adviser Firm of the Year' in 2014, 2015, 2016 and 2018.

We are currently named in the City Wire Top 100 Adviser Firms in the UK.

Our services

We put our clients objectives at the heart of what we do, have enthusiasm and interest in their financial future. We provide high quality, technical advice and are committed to excellence in qualifications. IFP have 3 Chartered Financial Planners and 2 STEP qualified advisers, a support team who are also qualified with relevant financial planning qualifications underpinning our technical capabilities.

Most importantly our clients tell us that we do what we say we are going to do, are reliable, ethical and impartial. We provide advice in a range of varied areas which includes cash flow planning and non-product related advice.

Where to find us
Head office address: Chartered Financial Planners, 8 Waterside Park, Livingstone Road, Hessle, Hull, HU13 0EG
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 16th November 2020

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