Location: 2 Charlton Road,London SE3 7EX
Position: Lead Adviser
Tel: 020 8853 7160
Fax: 020 8853 7169
AFPS, Chartered Financial Planner, Certified Financial Planner
Ian has been practicing as a Financial Planner for more than 30 years and offers a comprehensive service to his Clients. He is a Chartered Financial Planner and a Certified Financial Planner and is one of very few advisers to have obtained the new Statement of Professional Standing in 2011.
Ian is Chairman and Managing Director of SFP Limited.
The underlying theme to his approach to financial planning is to help Clients decide how they want to spend the rest of their lives, to agree planning assumptions related to the likely cost of that lifestyle and then to help them prepare a plan which, when implemented, will make the best use of their resources towards the achievement of their objective. Typically, this involves helping them with investment planning, tax minimization, pension arrangements and risk management.
He is happy to work in conjunction with his Clients' other professional advisers.
Ian is a Chartered Financial Planner and a Certified Financial Planner (CFP).
Ian is a member of:-
IFP: Institute of Financial Planning
PFS: Personal Finance Society, the trade association of the Chartered Insurance Institute
AIFA: Association of Independent Financial Advisers
Resolution: Solicitors' association for collaborative divorce
SIFA: Trade association building links between Professional Independent Financial Advisors and Solicitors
SE London Chamber of Commerce
Ian holds the following qualifications:-
G60 Advanced Pensions
K10 Retirement Options
K20 Pension Investment Options
CF30 FCA Pension Transfer Specialist Designation
CF9 Pensions Simplification
G10 Taxation &Trusts
G20 Personal Investment Planning
FP1 Regulatory paper
FP2 Protection savings and investments products
FP3 Identifying and satisfying clients needs
CF7 Lifetime mortgage activities
HR1 Home reversion Plans
CF8 Long Term Care
MAQ Mortgage advice qualification
S&I Savings & Investments
CeRCC IFS Certificate in Regulated Customer Care
Level 3 Certificate in Mortgage Advice,
Level 3 Certificate in Financial Planning & Lifetime Mortgage Activities
Level 3 Certificate in Equity Release
The Financial Planning Certificate (FPC)
The Certificate in Lifetime Mortgages
The Advanced Financial Planning Certificate