
Ian D’Arcy
CERTIFIED FINANCIAL PLANNERTM professional
Postgraduate Diploma in Financial Planning (University of the Free State)
This qualification enables financial planners to obtain the highest academic and professional level of competency, to be recognised as such, and to become eligible for professional membership to the Financial Planning Institute of Southern Africa (FPI).
Certificate for Financial Advisers (CeFA®)
CeFA stands for the Certificate for Financial Advisers which is an industry recognised qualification awarded by the London Institute of Banking & Finance.
Certificate in Long-Term Care Insurance (CeLTCI®)
This qualification from the London Institute of Banking & Finance (LIBF) has been designed to meet the regulatory requirement for advising on long-term care and develops the knowledge and practical application of the different types of long-term care insurance.
International Capital Markets qualification (ICMQ) (Securities Institute of London / South African Institute of Financial Markets)
My professional life
I have been in the financial planning profession for more than 20 years. I specialise in advising on protection, investments, pensions, retirement and inter-generational financial planning. I work best with families and retirees.
I enjoy working with individuals and their families who wish to receive ongoing financial planning advice focused on achieving what is most important to them.
My personal life
My wife and I moved to the UK from South Africa in 2010 and can confirm that the weather over here is really not that bad!
In my spare time, I enjoy going on country walks with my wife, reading, dinners with family and friends and travelling, both locally and abroad. I also have a keen interest in cars. I have been a Rotarian since 2005 and am currently a member of the Rotary Club of Godalming.
Find out more about Ian
Likes
- Good coffee
- Country walks
- Dinners with family and friends
- Rugby
- Country pub
Dislikes
- Brussels sprouts
- Bad manners
- Being late
- Traffic jams
- Short days in winter
What our clients say
We’re privileged to have worked with hundreds of clients over the years. Here, just some of our clients share their stories about how lifestyle financial planning has transformed their lives.