02088537160 admin@starkeyfinancialplanning.co.uk

Ian Starkey

Ian Starkey

Location: 2 Charlton Road,London SE3 7EX

Position: Lead Adviser

Email:

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

 

Qualifications

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

 

 

FPC

sifa professional logo

Starkey Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 459336 http://www.fca.org.uk/register.

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