The Informed Partnership Limited

• Principal Place of Business

  The Informed Partnership Ltd

  8 Waterside Business Park

  Livingstone Road

  Hessle

  East Riding Of Yorkshire

  HU13 0EG

  UNITED KINGDOM

  Phone

  +4401482219325

  Web

  https://www.informedfinancialplanning.co.uk

• Complaints Contact

  The Informed Partnership Ltd

  8 Waterside Business Park

  Livingstone Road

  Hessle

  East Riding Of Yorkshire

  HU13 0EG

  UNITED KINGDOM

  Phone

  +441482219325

• P2P Lending Advice

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance)

• Pension Transfer Advice

  For Professional, Retail (Investment), Certificates representing certain security, Debenture, Government and public security, Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · This activity is limited to the provision of advice in relation to the conversion or transfer of benefits from pension policies with a Guaranteed Annuity Rate.
  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

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  • · The firm can only agree to carry on the regulated activities specified in this Notice.

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Debt Advice

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  • · This permission is limited to debt counselling with no debt management activity
  • · This permission is limited to debt counselling which is provided in connection with investment advice

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Andrew Collinson

  IRN AXC02088

  • [FCA CF] Functions requiring qualifications (9 Dec 2020 to 28 May 2021)
  • [FCA CF] Client dealing (9 Dec 2019 to 28 May 2021)
  • CF11 Money Laundering Reporting (11 Nov 2009 to 12 Jan 2018)
  • CF30 Customer (11 Nov 2009 to 2 Jul 2021)
• Anjeanette Margaret Kemp

  IRN AXK12328

  • SMF17 Money Laundering Reporting Officer (MLRO) (since 15 Aug 2025)
  • SMF3 Executive Director (since 14 Jun 2022)
  • SMF16 Compliance Oversight (since 14 Jun 2022)
  • [FCA CF] Manager of certification employee (since 1 Jul 2021)
  • SMF17 Money Laundering Reporting Officer (MLRO) (9 Dec 2019 to 26 Jul 2022)
  • CF11 Money Laundering Reporting (15 May 2019 to 8 Dec 2019)
• Ashley Craig Biglin

  IRN AXB00344

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Client dealing (since 14 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
• Charlene Lock

  IRN CXC06099

  • CF30 Customer (15 Dec 2020 to 8 Apr 2022)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 31 Mar 2023)
  • [FCA CF] Client dealing (9 Dec 2019 to 31 Mar 2023)
• Charles Henry Hewson

  IRN CXH00492

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 28 Feb 2022)
  • [FCA CF] Client dealing (since 28 Feb 2022)
• Clare Wallis

  IRN CXW01880

  • CF1 Director (AR) (8 Mar 2017 to 8 Apr 2022)
• Darren Goodall

  IRN DXG01339

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 21. Advising or arranging (bringing about) equity release transactions
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 11. Pension transfer specialist
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (11 Nov 2009 to 8 Dec 2019)
• Edmund John Copsey

  IRN EJC01103

  • [FCA CF] Client dealing (9 Dec 2019 to 1 Aug 2023)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 1 Aug 2023)
  • CF30 Customer (11 Nov 2009 to 17 Mar 2020)
• Elaine Mary Baker

  IRN EMB00002

  • CF11 Money Laundering Reporting (23 Jan 2018 to 6 Mar 2019)
• Gregg Alex Crawford

  IRN GXC01369

  • 7. Giving personal recommendations on long-term care insurance contracts
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • [FCA CF] Manager of certification employee (since 28 Nov 2024)
  • SMF3 Executive Director (since 13 Jun 2022)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF10 Compliance Oversight (11 Nov 2009 to 13 Aug 2010)
  • Responsible for Insurance Mediation (11 Nov 2009 to 2 Dec 2009)
  • CF30 Customer (11 Nov 2009 to 8 Apr 2022)
  • CF1 Director (11 Nov 2009 to 2 Dec 2009)

• Lockings Informed Financial Planning Ltd (no longer appointed)

  FRN 772473 · Appointed 24 Feb 2017 · Until 11 Apr 2022

• Bridge McFarland Informed Financial Planning Ltd (no longer appointed)

  FRN 751699 · Appointed 4 Jul 2016 · Until 15 Apr 2020

• Workplace Pensions and Payroll Ltd (no longer appointed)

  FRN 691886 · Appointed 5 May 2015 · Until 15 Feb 2017

No changes recorded yet.