Ian Starkey

Chartered Financial Planner

Ian Starkey

Location: Blackheath

Fax: 020 8853 7169

FPFS, Chartered 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