Ian D’Arcy

CERTIFIED FINANCIAL PLANNERTM professional

Qualifications

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.

View Ian's SPS Certficate

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

Dislikes

On an ideal weekend, you can find me:

Enjoying a good country walk with my family followed by a pub lunch

My favourite holiday destination is:

South of France

My favourite song to play in the car is:

‘Fix you’ by Coldplay

The first album I bought was:

Phil Collins

If I could be any fictional character, I would be:

James Bond

If I could turn any activity into an Olympic sport, I would win a medal in:

Cleaning my car

When the dessert menu arrives, I’m looking for:

Authentic tiramisu

The three qualities that draw me to new people are:

Friendly, positive and genuine

My pet peeve is:

Running late

The best gift I’ve ever received is:

Dynamic driving course

The three people at my dream dinner party would be:

Winston Churchill, Barack Obama and David Attenborough

The three small things that make my day better are:

Good weather, clean car and good coffee

My proudest moment as a Financial Planner was:

Witnessing the real-life positive impact that financial planning had on my clients when they experienced a tragedy in their lives

The three things I love most about my job are:

Helping clients sleep well at night due to their financial planning being in order. Being able to dedicate the appropriate amount of time to each client in dealing with their financial planning requirements. Personal satisfaction in helping clients achieve their objectives.

The types of people I most enjoy working with are:

Those who understand that financial planning is ultimately about achieving their desired lifestyle

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.

Client since: 2016

Shirley Surrey

Ian is so thorough in his work; he’s completely dependable and trustworthy. It’s a huge relief to have found someone I trust and more importantly who I trust to advise my children.

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Clients since: 2017

Jane & her husband Berkshire

Thanks to Ian, we know where we stand financially and when we can both fully retire. We also feel more confident that we’ll have the lifestyle that we’re looking forward to in retirement.

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Clients since: 2016

Lorna & Tom London

Going through the process of identifying what we want from life as a couple, really does give your life more meaning. Ultimately, financial planning is not just about growing your wealth, it’s about how you can achieve your dreams and aspirations.

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Client since: 2019

Andy Surrey

Ian is simply the most genuine and trustworthy person I know, with a genuine desire and skill to help his clients. So the outcome was better than I even hoped for.

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Clients since: 2017

Robert & Barbara Kingston

The greatest benefit of working with a financial planner is that I can let go of all the worry. We know our finances are in good hands, and I no longer feel the need to check them all the time.

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