Personal Finance Society
Ian Whittaker is a seasoned marketing professional with extensive experience in multi-channel marketing campaigns and client relationship management. Currently serving as a Marketing Executive at both the Chartered Insurance Institute and the Personal Finance Society since 2023, Ian specializes in promoting qualifications and driving customer engagement. Previous roles include Marketing Executive at Thuasne UK, where responsibilities encompassed marketing and digital for various healthcare brands, and Marketing & Events Executive at Markerstudy Insurance, focusing on brand visibility through digital marketing. Ian's earlier career includes significant positions such as Client Relationship Manager at Hogan Lovells and Client Account Director at BusinessLDN, demonstrating a strong capacity for building high-level relationships and managing client accounts. Educational qualifications include a Professional Diploma from CIM, a BA (Hons) from De Montfort University, and a Professional Diploma from The Market Research Society.
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Personal Finance Society
The Personal Finance Society (PFS) is the pre-eminent professional membership body for financial planners and those in related roles. With more than 40,000 members across the UK and internationally, the PFS encourages the highest standards of professionalism. The PFS is part of the Chartered Insurance Institute, a Royal Charter corporation founded in 1912, which comprises a group of companies that span the insurance and personal finance sectors