Ricky & Alan Chan, Chartered Financial Planners, Independent Financial Adviser, Specialising in Investment & Retirement Planning Advice, and Ethical Investments
Joined November 2013
- Tweets 311
- Following 231
- Followers 274
- Likes 157
8 Photos and videos
IFS Wealth&Pensions retweeted
15 Jun 2021
And it’s a wrap folks! Filming for the @BBCTheOneShow with @Mattallwright. What an experience. Thank you!
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IFS Wealth&Pensions retweeted
26 Aug 2020
The coronavirus pandemic is likely to exacerbate the gender savings gap even further, research by Aegon has found. My comments for @Lyd_Carolina at @YahooFinanceUK along with Sam Secomb @womenswealthpl @ifswp
21 Aug 2020
How COVID-19 will affect women's pensions in the long term trib.al/XdAKEtw
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IFS Wealth&Pensions retweeted
8 Jul 2020
My comments for @Sam_Benstead's Telegraph Money Makeover to help a couple with their financial planning with the aim of retiring early, buying a holiday home, having enough income to travel & live comfortably.
telegraph.co.uk/money/money-… (paywall/article limit) #financialplanning
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IFS Wealth&Pensions retweeted
2 Jun 2020
My latest Financial Planning article for PFS Power: pfspower.org/the-value-of-fi… #pfspower #financialplanning
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IFS Wealth&Pensions retweeted
30 Jan 2020
Financial planning for £500? Interesting deep dive from @laurapurkess into whether low-cost advice solutions are living in a 'dream land' - with comments from @rickychanifa @Beaufortgroup @Felix_Milton
citywire.co.uk/new-model-adv…
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Advisers, with the acceleration of tech, we question how it will reshape advice? @Citywire quiz @eddymott and @RickyChanifa of @IFSWP on all things tech!
fal.cn/36buC
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18 Dec 2019
Merry Christmas to all our clients from the team at IFS Wealth & Pensions🎅🏼🎄🎁
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IFS Wealth&Pensions retweeted
15 Nov 2019
I was kindly asked to write something for @planwithvoyant ! My 2 cents.
15 Nov 2019
New article from @rickychanifa ~ Why you - and your clients - should be present and live in the moment:
voyantblog.wordpress.com/201…
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IFS Wealth&Pensions retweeted
5 Nov 2019
It was shocking & distressing to hear this elderly, vulnerable couple’s story. This is just the tip of the iceberg. Should @TheFCA do more to discourage unregulated investments and promote regulated financial advice? Any solicitors acting for affected clients, pls DM! #exmount
5 Nov 2019
Adviser @rickychanifa has encouraged a retired couple to contact the police and Action Fraud after hearing they invested their life savings into a mini-bond provider that has gone off grid.
professionaladviser.com/prof…
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11 Oct 2019
Listen to the latest @FTAdviser podcast about Ethical / ESG investing with Ed Smith, head of asset allocation research at Rathbones, and Alan Chan, Chartered Financial Planner at IFS Wealth & Pensions. @dlafantato @alanchanifa
x.com/FTAdviser/status/11826…
11 Oct 2019
This week's FTAdviser podcast: Could ethical investing soon become the default for fund managers and advisers?
on.ft.com/2VCur1B
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IFS Wealth&Pensions retweeted
24 Sep 2019
It felt great to help an Armed Forces couple for @JonnyJonesTel Telegraph Money Makeover. It reminded me of @pfsconf's Forces MoneyPlan pro-bono initiative for AF personnel, which we're proud to be part of. Here's @chloemoranFP & my (shortened) comments: bit.ly/2l2oBIW
23 Sep 2019
Tried to help an army captain with this question: Can my wife and I retire on our army pensions at 55 earning £60k a year? bit.ly/2l2oBIW with advice from @rickychanifa and @chloemoranFP. Best of luck to them!
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IFS Wealth&Pensions retweeted
13 Sep 2019
Delighted to be part of the PFS Financial Planning Practitioner Panel, which aims to help Financial Planners evolve their processes & deliver true financial planning to clients. Previous Financial Planning Good Practice Guides, upcoming workshops & more: pfspower.org/downloads
13 Sep 2019
Delighted to welcome @NWright_CFP @rickychanifa & @tamsincaine as members of our Financial Planning Practitioner Panel sharing good practice to our 39K @pfsconf members financialplanningtoday.co.uk…
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IFS Wealth&Pensions retweeted
16 Apr 2019
Profile: ‘You never see an adviser proud to call themselves restricted’ - with @ifswp bit.ly/2ZbGYdX
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IFS Wealth&Pensions retweeted
23 Jan 2019
When financial adviser Ricky Chan @rickychanifa first tried dragon boating he felt completely out of his comfort zone, but the @windypandas were so warm and welcoming that he hasn't stopped ever since. Get to know his story. #AdviserStories
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6 Dec 2018
A very big congratulations to one of our advisers Steven Harris for passing the AF5 - Financial Planning Process. A solid achievement on his journey to achieving Chartered status. Well done Steven. @pfsconf
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IFS Wealth&Pensions retweeted
6 Oct 2018
Unions' report hopes transparency templates will lead to pension schemes to lower costs. My comments for @Rosie_Quigley @FTAdviser here: ftadviser.com/pensions/2018/…
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IFS Wealth&Pensions retweeted
20 Sep 2018
Lib Dem plans to cap pension tax-free cash to £40,000 if they come to power. Pensions are again used as a political football. My comments and comments from @dontdelay @RAF_IFA for @FTAdviser @Rosie_Quigley
ftadviser.com/pensions/2018/…
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IFS Wealth&Pensions retweeted
12 Sep 2018
After reports of Debenhams' store closures and rumours of a company voluntary arrangement, here's @Maria_Espadinha 's coverage of the potential impact to Debenhams' defined benefit pensions if it entered into a restructuring plan. My comments herein: ftadviser.com/pensions/2018/…
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IFS Wealth&Pensions retweeted
3 Sep 2018
If you advise on DB transfers you should consider buying my new guide 'An ex-regulator's guide to defined benefit transfers suitability and controls'
adviser-store.com/suppliers/…
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IFS Wealth&Pensions retweeted
29 Aug 2018
Regulator asks trustees to report on financial advisers regarding Defined Benefit Pension Transfers. My comments for @Maria_Espadinha for @FTAdviser. Link: ftadviser.com/pensions/2018/…
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