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Ricky Chan


Chartered Financial Planner

IFS Wealth & Pensions

London, N22

I’m a Chartered Financial Planner and owner of a Chartered Financial Planning firm based in London. A large part of my day-to-day role involves advising clients because I’m passionate about helping clients discover, understand and realise the possibilities they can achieve with good financial planning.

I joined the PFS Financial Planning Practitioner Panel because I told myself that if I’m going to be in this profession for the next 40 years or so, then I will use my talents and ability to shape it for the better and take it to the next level.

I believe Financial Planning has the Power to change lives because:

  • Financial Planning gives us the opportunity to help clients uncover their purpose and meaning behind money. In doing so, we better understand what’s important to them and gain an insight into their vision of the future.
  • Financial Planning means using our expertise and knowledge to provide clients with a ‘roadmap’ and clear strategy to making their vision a reality.
  • Not only does Financial Planning provide clients with more clarity and peace of mind, but it also empowers them to explore new opportunities, have the confidence to dream big and to make the most of the time they have.

Content by Ricky Chan

The Value of Financial Planning in Removing Mental Barriers

Understand and accept that money is not the end-game, but a mere medium used to ultimately help clients and loved ones towards a better quality of life.

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