Iain Eadie Cert CII
Chartered Financial Adviser
About me
I joined the world of financial services in 1991, working for two pension providers. I became an Independent Financial Adviser (IFA) in 2001, working within one of the Midlands leading IFAs, specialising in the group pensions marketplace. Since 2004 I have been involved in leading firms of Chartered Financial Planners, as well as giving advice directly to clients who are looking for support on an ongoing basis. It was a pleasure to become part of the AFH family in 2022, when they acquired the firm I had co-owned since 2009.
My areas of expertise are pensions and investing, whilst also helping clients plan for the future. I am a Chartered Financial Planner which means I have made a public commitment to professionalism. I therefore maintain standards of excellence in qualifications, ethics, business practices and professional development. Most importantly this commitment is about putting you first.
Qualifications
CII Financial Planning Certificate
Advanced Financial Planning Certificate relating to Taxation and Trusts; Personal Investment Planning; Business Financial Planning; Pensions; Pension Simplification; Investment Portfolio Management; Supervision and Sales Management
CII Level 3 Certificate in Equity Release relating to Home Reversion Plans and Lifetime Mortgage Activities
As an adviser I am recognised as being;
Associate member of the Personal Finance Society
Chartered Financial Planner
EFPA European Financial Planner
Location
Midlands