FOCUSED FINANCIAL PLANNING
Financial Planning & Wealth Management ........................ "Creating Wealth, Protecting Lifestyles"
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 Contact Ian Pealin now to arrange a free initial meeting.
 
 
 
 
 
 

Focused Financial Planning Ltd


Bedford Office : 01462 888126

For Bedford, Milton Keynes, Cambridge, Hitchin, Luton, Stevenage, St Albans and Harpenden.


London Office: 020 7099 5674

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

Ian Pealin CFP


Ian has held the internationally recognised Certified Financial Planner licence since 2004 and is one of around only around 900 holding the licence in the UK. In addition Ian is on the inaugural roll of Chartered Financial Planners following the decision of the Privy Council to permit the Chartered Insurance Institute to grant the title in August 2005. He is also an Associate of The Personal Finance Society.

The Institute of Financial Planning requires Certified Financial Planners to meet exacting standards in respect of Education, Examination, Experience and Ethics.


Education

In addition to the studies necessary to achieve examination success, Ian also follows a programme of Continued Professional Development (CPD) to ensure that he remains competent to carry out work for his clients. Records are checked annually by the Institute of Financial Planning and on an ad hoc basis by The Personal Finance Society. The Financial Services Authority may also seek to see evidence of relevant CPD at any time.

Examination

Having held the Advanced Financial Planning Certificate since 1994, Ian now has passes in the following papers (amongst others);

G10 - Taxation and Trusts

G20 - Personal Financial Planning

G30 - Business Financial Planning

G60 - Pensions

G70 - Investment Management

K10 - Retirement Options

K20 - Pension Investment Options

CF9 - Pension Simplification

 

ER1 - Equity Release



Experience

Ian has worked in financial services since 1979 and in the Inland Revenue in the 14 years before that. More recently he was the Personal Financial Planning Manager for the Leeds office of PricewaterhouseCoopers before relocating to Bedfordshire where he was the Financial Planning Manager for Mercer & Hole, a four office regional firm of chartered accountants. These employments covered a 10 year period where advice was provided on a fee basis. He left Mercer & Hole to start Focused Financial Planning Ltd, providing fee based financial planning using sophisticated cash flow software, and asset based portfolio construction.

Ethics

Both the Institute of Financial Planning and the Personal Finance Society have drawn up a clear Code of Ethics which are incorporated into daily business practices. In addition, the business has embraced  "Treating Customers Fairly" as introduced by The Financial Services Authority.