Meet Warwick Ivel
Warwick has worked in financial planning for 19 years, and additionally has 26 years in banking and insurance under his belt. 2018 will be his seventh year as a PenLife Financial Planner. Warwick specialises in working with clients who are either planning for or at retirement. He has recently completed the Chartered Institute of Securities and Investments (CISI) exam to become a pension transfer specialist; meaning he can deal with complex Defined Benefit transfers. Warwick is also a Certified Financial Planner (CISI) and is working towards Chartered (CII) status.
Warwick is an apiarist and has kept bees for three years. He looks after the apiary on Bootham Stray where he is also site secretary and treasurer for the association. He also enjoys tending to his allotment and fishing; he recently went on a trip to Norway catching cod in excess of 30lbs and Halibut up to 44lbs. He is currently planning a fishing trip to Canada in order to fish for giant sturgeon, which can weigh in excess of 2,000lbs. Warwick is also a rugby fan having played rugby union at St Peter’s school and amateur rugby league in the York Sunday league. He also volunteers at York City Knights, and has done for the past 24 years.
The important stuff
All regulated financial advisers firms must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find PenLife’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. If you wish to see any copies, you can request this over the phone or via email using the information on the Contact Us page.
Mr and Mrs Smith
Buy the new house
Mr and Mrs Smith needed help with retirement planning. After carefully analysing their situation, it emerged that the couple had a company scheme pension plan that they didn’t even know about; enabling them to purchase their dream home outright.Read more
"Warwick was very helpful. What an asset to York!"