Financial Planner Ian D’Arcy tells us more about himself:
Q: What has been the journey that led you to becoming a financial planner?
It was mostly by accident, as was often the case in the industry in those days. I joined an assurance company some 22 years ago and have never looked back.
Q: What attracted you about working for Citywide?
Citywide being prepared to invest significant time in not only existing clients but new clients. To ensure both the client and Citywide have the best possible understanding of each other. To work together to achieve the client’s objectives. Being a long-term relationship business rather than transactional.
Q: We know you are a financial planner, but what will that mean day-to-day?
The majority of my time is spent dealing with existing clients, whether that be working on their financial planning behind the scenes or having face-to-face meetings. The balance of my time is divided between meeting new clients, keeping abreast with industry changes and working with the Citywide team on internal projects.
Q: What do you find interesting about the work that you do?
Working with clients to get an in-depth understanding of their financial goals and aspirations. What is most satisfying, is helping clients to achieve their personal and financial objectives.
Q: What are you saving for?
Like most, it is primarily about saving enough to enjoy retirement.
Q: When you are not at Citywide, what keeps you busy?
My wife and I enjoy doing the circular pub walks on weekends. You see so much of the countryside, which is missed when driving.
Q: If you could give your younger self one piece of advice, what would it be?
Start saving as soon as possible to achieve financial independence.
Q: What is your proudest achievement in life so far?
Difficult to decide between graduating after studying while working and making the transition to the UK at a slightly ‘later’ stage in life.
Q: And what goals are you working towards now?
To do much more travelling and build amazing memories.