Ian Blessed & Co Independent Consultants Limited
3rd December 2018
We offer a fee based independent financial planning service with a Chartered Financial Planner.
We can advise you on
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Investments
- Ethical investments
- Investing for income
- ISAs
- OEICs
- Offshore investments
- Unit trusts
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Business
- Corporate pension
- Group life insurance
- Group protection
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
Meet our advisers
Ian Blessed APFS
Director
Qualifications & Accreditations
AFPC - Advanced Financial Planning Certificate (CII)
In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
Chartered Financial Planner (CII)
Having achieved the APFS designation, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
G60 - Pensions (CII)
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
APFS - Associate, Personal Finance Society (PFS)
To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
AF5 - Financial Planning Process (CII)
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
CF2 - Investment and Risk (CII)
This examination assesses a knowledge and understanding of investment products and the risks involved.
CF3 - Financial Protection (CII)
This examination assesses a knowledge and understanding of financial protection plans.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF6 - Certificate in Mortgage Advice (CII)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
G20 - Personal Investment Planning (CII)
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
K10 - Retirement Options (CII)
This examination assessed knowledge and understanding of income generating options and applying the knowledge to retirement planning situations.
Accreditations
What our clients say
Mr Blessed prepares well for our annual reviews, he generaly covers all the possibilities and controls his meetings in a friendly but efficient manner. Should I require any information or advise interim he is on the ball, listening to my querie and responding at once or certainly within 24 hours.
In the modern complex world of finance, my over-riding requirement is to be able to trust my financial advisor, and I know that I can totally trust Ian in all my dealings with him. He is very straightforward, and explains the details of the most complicated matters in a way that I can understand. I receive letters from pension providers, HMRC and other financial institutions which I can barely understand, but Ian explains how to respond in all cases.We always meet each year to discuss my financial plans and requirements for the coming year, and Ian then recommends the appropriate course of action. He has set me up with with a medium risk portfolio, and I have given him total authority to switch funds and investments, as he thinks fit. To date, we have had a very satisfactory return on our investments, but I am confident that Ian will react, on my behalf, to any unforeseen events which could cause a problem.He is always available at the end of a phone, and will respond promptly to handle any queries that may arise, and we have occasional extra meetings, as needed.I'm always impressed by the breadth of his knowledge and the way in which he manages to keep up-to-date with all the latest details. I would recommend Ian to anybody, totally and without reservation. He has been looking after my financial affairs for the last 10 years, through good and bad times, but I always feel secure in the knowledge that he is looking after my interests.
Ian looks at the whole picture, listens to requirements and analyses the information then giving his advice. Risks and charges are discussed fully. Ian is available to discuss any concerns or further requirements at short notice. I would not hesitate to recommend his services.
Ian has been our financial adviser for many years and has always been able to explain complex financial matters in easy to understand terms. We have always been satisfied with our financial returns thanks to Ian's management of our investments. Ian is very experienced, highly professional and is always available to answer queries and offer advice. We would highly recommend him to anybody
Where to find us
12 South Parade, Doncaster, South Yorkshire, DN1 2DY
Contact usAbout us
In October 1996 Arthur Wigglesworth Independent Financial Consultants was formed to offer Independent financial advice to clients of the Chartered accountancy practice. In November 2002 Ian Blessed took over control of the company and also changed the name.
We now have over 900 clients many of whom were clients in 1996.
A lot of our new clients come from personal recommendation by existing clients or from accountancy & solicitor referrals.
Ian is a Chartered financial planner and is an associate of the Personal Finance Society.
Our services
Our aim is to establish long term relationships with our clients, so that we can understand their objectives and help them achieve their goals.
We manage our client's investment and pension portfolios, with regular meetings to review performance and to make any necessary fund changes.
We also offer Inheritance Tax planning solutions and we are pension transfer specialists.
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