Ian Howard Dip PFS is a seasoned financial professional with extensive experience in corporate and personal financial planning. Since April 2006, Ian has served as a Director at Wellesley, where responsibilities include advising clients on financial strategies and acquiring new corporate clients. Ian was invited to join Wellesley as a Financial Adviser to facilitate company growth and ensure effective succession planning for the Managing Director. Prior to this, Ian worked at HSBC from November 1995 to June 2006 as a Commercial Financial Planning Manager, focusing on wealth management strategies in collaboration with commercial banking teams. Ian's educational background includes attendance at Bognor Regis Community College from 1982 to 1989.
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