Wellesley
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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Wellesley
We are Wellesley, a team of highly experienced financial experts dedicated to fulfilling your wealth’s potential. We pride ourselves on offering a personalised service that focuses on your own interests and aspirations, and aim to create long-lasting relationships between our clients and advisers. We believe financial advice is something that everyone can benefit from, as it is about taking the best possible care of you and your family’s financial needs, giving you security for the future. Find out more about us here: https://www.wellesleywa.co.uk/about-us/ We have a unique, forward-thinking approach to financial planning. We understand that your financial situation is unique. This understanding informs everything we do, and it’s why we offer you a single relationship to meet all your financial needs. One adviser, one point of contact, one highly personalised service. Find out more about our dedicated team of advisers here: https://www.wellesleywa.co.uk/about-us/our-people/ Whether you’re looking for guidance on your personal wealth or need advice about managing corporate finances, our specialists will work with you to create a bespoke solution and provide tailored, professional advice. Wellesley is underpinned by St. James’s Place, which guarantees the suitability of the advice we provide, giving our clients an added level of protection. The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved