Ian Penberthy

Ian Penberthy

DGS Chartered Financial Planners

Minimum savings/pensions: Over £100,000

Unavailable for contact through VouchedFor

Based in Chingford
View location

Top Rated 2025
Verified since: February, 2022

5 out of 5

46 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 16 April 2025

    Ian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ian's status

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    Ian has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Ian has provided information on their typical fees

    Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Ian

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 16 April 2025

    Ian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ian's status

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    Ian has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Ian has provided information on their typical fees

    Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Ian

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 3 first impressions)

Financial planning can seem overwhelming, confusing and even daunting at the best of times. Excellent financial planning should be all about helping you make better financial decisions. And answering those most important questions that matter which include: - Am I going to be ok? - Can I live the life I want? Clients work with me because they want help in making better decisions and answering these questions. If that's the same for you, then why not get in touch? Wherever you live in the UK and at whatever stage of life I can help you. The first meeting is on me, then we can agree what we will do together and how much that will cost. You won’t pay any fees until the work is complete and you are happy with it. In working together you will have an advisor who is truthful, helpful and kind as well as being effective.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Ian's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Age group

Clients' level of financial expertise

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Reviews of Ian

Are you a client of Ian? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.