Ian Smith - Central Financial Planning Ltd


Office 36 East Moons House, Redditch, B98

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Responses: 1 of 1 requests (last request: 7th Jan 09)

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Type of Adviser: Independent (What's this?)
Top 5 specialisms: Pensions, Investment Planning, Financial Planning - Personal, SIPP, Lump Sum Investments
Qualifications: Associateship Examination, Advanced Financial Planning Certificate, Associate, Personal Finance Society (PFS), Certificate in Investment Management, Chartered Financial Planner, Certified Financial Planner Licence, Pensions Paper (CIB), Fellow, Personal Finance Society (PFS), Taxation and Trusts, Personal Financial Planning, Business Financial Planning, Pensions, Investment Portfolio Management, Holistic Financial Planning, Investment Management Certificate, Professional Investment Certificate (IFS)
Years as a regulated adviser: 5
Remuneration method: Fee
FSA Registration Number: 219808 (Check this)

Small independent financial planning business - works with a variety of clients from small business owners and retired to multi millionaires.

We provide a very personal service but use technology skill and outsourcing to give our clients a better service than that from most private banks etc.

Our specialisms include Self invested pensions and running investments but this is backed by proper financial planning.

We work by fee but can offset commissions from providers if you require or take fees from your pension or investment funds.

Been in Financial services since 1984.

Highly qualified but capable of explaining concepts in real english.

Set up own business in 2002 to provide a fully independent personal service to a limited number of clients.

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