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

  Show 1 limitation Hide limitations

  • · 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

  Show 2 limitations Hide limitations

  • · 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.

• Ian Clive Sprakes

  IRN ICS01067

  • CF1 Director (AR) (12 Feb 2018 to 17 Mar 2020)
• James Daniel Foston

  IRN JXF00131

  • [FCA CF] Client dealing (31 Mar 2023 to 7 Feb 2025)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 7 Feb 2025)
• Jessica Lucia Crawford

  IRN JXC00297

  • SMF3 Executive Director (since 13 Jun 2022)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Jan 2023)
• Joseph Sanders

  IRN JXS02939

  • 11. Pension transfer specialist
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • [FCA CF] Manager of certification employee (since 28 Nov 2024)
  • SMF3 Executive Director (since 20 Jun 2022)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (13 Oct 2014 to 17 Mar 2020)
• Joshua Mark Richardson

  IRN JMR01287

  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
  • 21. Advising or arranging (bringing about) equity release transactions
  • 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)
  • 7. Giving personal recommendations on long-term care insurance contracts
  • 11. Pension transfer specialist
  • Responsibility for MCD Intermediation (since 13 Jun 2022)
  • Responsible for Insurance Distribution (since 13 Jun 2022)
  • SMF3 Executive Director (since 13 Jun 2022)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • CF30 Customer (1 Oct 2016 to 8 Apr 2022)
• Kevin John Ferriby

  IRN KJF00005

  • SMF9 Chair of the Governing Body (since 20 Jun 2022)
  • CF1 Director (AR) (27 Apr 2020 to 8 Apr 2022)
  • SMF16 Compliance Oversight (9 Dec 2019 to 11 Apr 2022)
  • SMF3 Executive Director (9 Dec 2019 to 11 Apr 2022)
  • Responsible for Insurance Distribution (1 Oct 2018 to 11 Apr 2022)
  • Responsibility for MCD Intermediation (18 Oct 2017 to 11 Apr 2022)
  • CF10 Compliance Oversight (6 Oct 2017 to 8 Dec 2019)
  • CF1 Director (7 May 2015 to 8 Dec 2019)
  • Responsible for Insurance Mediation (14 Dec 2009 to 30 Sep 2018)
  • CF30 Customer (11 Nov 2009 to 17 Mar 2020)
• Lauren Thompson

  IRN LXT00313

  • 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
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Functions requiring qualifications (since 1 Oct 2024)
• Lewis James Atkinson

  IRN LXA00206

  • 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] Client dealing (since 3 Feb 2026)
  • [FCA CF] Manager of certification employee (since 21 Nov 2022)
  • [FCA CF] Functions requiring qualifications (since 21 Nov 2022)
• Lindsey Fiona Gresham

  IRN LFG00006

  • CF1 Director (AR) (15 Feb 2018 to 17 Mar 2020)
  • CF1 Director (23 Oct 2013 to 20 Nov 2019)
• Maria-Magdalena Tsvetanova

  IRN MXT00538

  • [FCA CF] Functions requiring qualifications (1 Oct 2023 to 23 Jul 2025)

• 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.