Ian Coptcoat Apfs

Ian Coptcoat APFS has a diverse work experience spanning over four decades. Ian started their career as a Business Analyst at Dun & Bradstreet in 1982. After that, they worked at Woolwich Building Society as a Sub Manager from 1984 to 1988. From 1988 to 2015, Ian held various roles at Standard Life, including Resident Account Manager, Account Manager, and Consultant. Ian then joined Waverton Investment Management in 2016 as a Business Development Manager and later became the Director of Business Development in February 2022. At Waverton, they focused on positioning the company with financial advisers, reducing business risk, collaborating with tax wrapper providers, and ensuring great customer outcomes.

Ian Coptcoat APFS attended Warren Comprehensive School but the specific degree or field of study is not provided. Ian holds an Advanced Diploma in Financial Planning from the Chartered Insurance Institute. Additionally, Ian is currently working towards the Financial Planning Process (AF5) examination, which upon completion will make him eligible for Chartered Financial Planner status. Ian also has a Financial Planning Certificate from the Chartered Insurance Institute.