CHARTERED FINANCIAL PLANNER

Services

  • Financial Services

T: 07458 062359
F: 01392 422098
E: ianavery.cfp@wbw.co.uk

 

About

Memberships
  • Advanced Diploma in Financial Planning
  • Diploma in Insurance (general)
  • Certificate in Financial Planning and Long-Term Care Insurance
  • Award in Long-Term Care Insurance
Profile

Ian has been in financial services for over 30 years. His career began within the pensions department of a leading insurance company. His keen interest in personal finance developed and this was enhanced by professional qualifications, with accreditation as a pensions specialist in 2002. These foundations enabled Ian to be first registered as a financial adviser in 2003.

In 2007, he was one of the earliest to qualify as a Chartered Financial Planner.

Ian has gained experience working with adviser firms that specialise in investment management and before joining WBW Chartered Financial Planners, his focus was advising wealthy individuals within a prestigious private bank.

As well as providing holistic financial planning, incorporating a variety of investment strategies, Ian also advises trustees and charities.

Many of Ian’s clients require advice in relation to retirement planning, whether this be consolidation, accumulation or pension drawdown options. His three decades’ experience of corporate pension schemes, executive arrangements, personal plans and pension transfers is invaluable. Ian has established strong, lasting relationships with clients and their families, providing financial guidance and education through the generations.