IC Financial Planning

WHO WE ARE

IC Financial Planning Limited is a trusted financial planning firm situated in the heart of Sandbach, Cheshire. Our company is built on a foundation of experience, professionalism, and commitment to client service. Headed by Chartered Financial Planner, Ian, we have been providing the local community and surrounding areas with reliable financial advice for several decades.

Ian holds the prestigious 'Gold Standard' of financial advising in the UK, the Chartered Financial Planner title. This title is only awarded to those who demonstrate dedication to client service, professionalism, and technical expertise. The rigorous examination process and additional requirements of five years of client-facing experience, ongoing Continuous Professional Development, and adherence to a strict code of ethics highlight the significance of this achievement.

At IC Financial Planning Limited, we take pride in our personable and confident team approach, ensuring that our clients receive consistent and reliable advice. We embody our strong values and ethics in every aspect of our work, striving to create a welcoming and comfortable environment for our clients. Our office serves as a central meeting place for clients with free parking available nearby.

Ian, in his personal life, enjoys spending time with his wife, Fiona, and their dogs, Milly and Bryn, in their static caravan. He is an avid landscape photographer and has a passion for badminton and hill walking. With two grown-up children and a granddaughter, Ian understands the importance of meticulous financial planning for various stages of life.

WHAT WE DO

At IC Financial Planning Limited, we specialise in offering independent advice. We are not bound by restrictions on the companies or products we recommend, ensuring that our primary focus remains on helping our clients achieve their financial goals. Our method is simple and effective: we listen to your current financial situation, learn about your financial aspirations and objectives, and design a practical and well-thought-out plan catered to your needs.

PLANNING FOR YOUR RETIREMENT

Regardless of your age, it is crucial to start planning for your retirement. Beginning early allows for a smoother and less challenging journey. However, we recognise that life often gets in the way. Our expertise lies in helping you determine what you want your retirement to look like, discovering ways to fund it, and determining the best course of action to accumulate the necessary funds.

MAKING THE MOST OF YOUR RETIREMENT

Retirement should be a time to enjoy the fruits of your labour. We can help you optimise your financial situation throughout your retirement, ensuring your hard-earned money lasts as long as you need it to. With our guidance, you will be well-positioned to maximise what you leave for the next generation.

SAVINGS AND INVESTMENTS

Understanding the difference between savings and investments can be challenging, but with our expert advice, we can help you navigate the distinctions. We can guide you on making your money work effectively for you as you progress toward your goals.

Trusting IC Financial Planning Limited with your financial planning needs means benefiting from our extensive experience, professionalism, and commitment to your financial success. We take delight in hearing from potential clients, so please do not hesitate to contact us with any questions or if you would like to arrange a free initial meeting with Ian.