Ian S Painter - Director & Lead Financial Planner

Ian S Painter FPFS Certs CII (MP & ER) CeLTM FCSI CFPCM CERTIFIED FINANCIAL PLANNERCM PROFESSIONAL,  CHARTERED FINANCIAL PLANNER & CHARTERED WEALTH MANAGER

Director & Lead Financial Planner Ian has been practicing as a Financial Adviser and Financial Planner for 30 years now and is one of the highest qualified people in his field. As well as having joint overall responsibility for the strategy and direction of the businesses as a whole, from an advice perspective he specialises in Comprehensive Financial Planning and Pensions. He is both a Chartered and Certified Financial Planner, a Chartered Wealth Manager and a Fellow of both the Personal Finance Society and the Chartered Institute for Securities & Investment.

Ian is also a Director of our associated businesses Affinity Integrated Wealth Management (which is a trading style of Buryfield Grange Ltd) and Prime Retirement Solutions Ltd. Ian Chairs the Affinity Investment Committee and is currently on both the regional and National committee for the Chartered Institute of Securities and Investments “CISI”.

Achievements

In addition to being a Chartered and Certified Financial Planner, as well as a Chartered Wealth Manager, Ian holds a number of further qualifications from the Personal Finance Society “PFS”, The Institute of Financial Services “IFS” and the Society of Estate Practitioners “STEP” such as the Advanced Diploma in Financial Planning, The Step Certificate for Financial Services, The Certificate in Discretionary Investment Management and The Investment Paper of the Professional  Investment Certificate. Ian also holds a number of specialist professional coaching qualifications and is a member of The Institute of Directors, The Personal Finance Society, The Chartered Institute of Securities & Investment and is an affiliate member of The Society of Trust & Estate Practitioners. 

Over the years Ian has helped numerous Clients to meet their lifetime goals, achieve financial independence; pay less tax; retire successfully; sell their businesses; protect their families and pass on their wealth.

Projects

Ian has been instrumental in the development and implementation of a number of unique strategies and process that we use within the businesses. 
He has attended numerous Financial Planning, Investment, Pension and Coaching courses both in the UK and abroad so is able to bring an international perspective to Financial Planning in the UK.

Interests

Ian’s outside interests include Golf, Judo, Travel, Angling and Personal Development.

Log No.IPSL2017197P 3.8.2017

* VouchedFor Autumn 2014