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

  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.

• Rachel Ann Naulls

  IRN RXN00057

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Nov 2024)
• Rebecca Dawn Joyce Colley

  IRN RDC01115

  • Responsibility for MCD Intermediation (24 Oct 2016 to 1 Oct 2017)
  • CF1 Director (AR) (21 May 2015 to 1 Oct 2017)
  • CF30 Customer (20 Sep 2012 to 1 Oct 2017)
  • CF1 Director (13 Jun 2011 to 1 Oct 2017)
  • CF10 Compliance Oversight (13 Aug 2010 to 1 Oct 2017)
• Richard Alastair Charles McArthur

  IRN RAM01146

  • CF30 Customer (16 Feb 2010 to 5 Sep 2014)
• Robert Bryan Charles Ripley

  IRN RBR01025

  • CF1 Director (AR) (17 Mar 2017 to 17 Mar 2020)
• Sarah Kay

  IRN SXK00764

  • 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)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Manager of certification employee (since 17 Nov 2025)
  • [FCA CF] Functions requiring qualifications (since 17 Nov 2025)
• Sarah Williams

  IRN SXW00177

  • SMF3 Executive Director (since 17 Jun 2022)
  • SMF17 Money Laundering Reporting Officer (MLRO) (5 Oct 2022 to 27 May 2025)
  • [FCA CF] Manager of certification employee (9 Dec 2019 to 1 Jul 2021)
• Tracy Karen Hutty

  IRN TKH01013

  • CF30 Customer (26 Mar 2014 to 20 Apr 2015)

• 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.