Ian Smith Partner and Chartered Financial Planner Ian is an Associate of the Chartered Insurance Institute and a member of the Personal Finance Society. He is a holder of the Advanced Financial Planning Certificate and the Mortgage Advice Qualification. Ian is able to deal with all aspects of financial advice for both business and individual clients, and also deals with matters relating to compliance. < Previous Next > Chartered Financial Planners. Established over 30 years. Authorised and regulated by the Financial Services Authority (221278)