Chartered Financial Planner
What does ‘Chartered Financial Planner’ mean?
Chartered status is awarded by the Chartered Insurance Institute (CII). It is considered the ‘gold standard’ financial planning accreditation and a status which only a small percentage of advisers hold.
By choosing a Chartered Financial Planner, you are choosing someone who has made a public commitment to professionalism. They have a specialised knowledge and proven, exceptional capability.
Ian Carter
Chartered Financial Planner

Ian has worked within the financial services sector for more than 17 years. He helps people to fully understand their financial situation by putting a plan together for their future, focusing primarily on how best to meet their retirement income needs.
Ian offers a personalised service with an emphasis on building a long-term relationship, which involves ongoing reviews. He is a Chartered Financial Planner which is a mark of trust and a symbol of technical competence and signifies a public commitment to professional standards.
Specialisms
- Retirement planning
- Pensions
- Investments
Find an adviser
Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.
Contact us
Arcus Wealth is a trading name of Corbel Partners Limited which is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales. Registered number: 05280582.
Our complaints procedure is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk
Information contained in this website is based upon UK legislation and regulation and is targeted at consumers based in the UK.