Financial Wellbeing Events

Financial Wellbeing Foundations

Tuesday 26th January 2021

11:00 – 12:00

Financial Protection

Thursday 28th January 2021

11:00 – 12:00

We will be covering

Financial Wellbeing Foundations

Financial Protection

Meet the speakers

Ian

Financial Adviser

Ian joined our team in July 2020 having previously  worked for a National Wealth Management Company as an IFA. He has over 25 years Financial Services experience including roles within Compliance, Training and Supervising Sales Teams.

Ian is a  graduate of the University of East Anglia  and as well as being Advanced Diploma qualified, achieved Chartered Status and is currently studying towards becoming a Fellow of the Personal Finance Society.

He specialises in Wealth management including retirement and investment planning  and also has a  keen interest in Corporate financial planning and protection.

Ian is based in Berkshire, married to Maria and spends most of his spare time attending football with his son Jacob who has recently joined a Championship West London football team academy at the tender age of 8

Register Your Attendance

Financial Wellbeing Foundations

Tuesday 26th January 2021

11:00 – 12:00

Financial Protection

Thursday 28th January 2021

11:00 – 12:00

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