The Chartered Institute for Securities & Investment (The CISI)
Chartered Financial Planner (Financial Planning)
2007-2025
College of St Paul and St Mary, Cheltenham
B.Ed (Hons.) (Physical Education)
1979-1983
Wheatley Park School
A Levels (Geography, Biology and Geology)
1971-1979
Ian Pickford Skills
Estate Planning
Financial Advisory
Planning
Accounting
SIPP
Pensions
Retirement Planning
Financial Planning
Wealth Management Services
Investments
Finance
Individual Pension Plans
Financial Services
Asset Managment
Wealth Management
Life Insurance
Mutual Funds
Business Planning
Strategic Financial Planning
High Net Worth Individuals
Investment Strategies
Asset Management
Financial Analysis
Wealth
Personal Financial Planning
ETFs
Business Owner Planning
Inheritance Tax Planning
Investment Management
Ian Pickford Summary
Ian Pickford, based in Oxford, GB, is currently a Non Executive Director at Fintel. Ian Pickford brings experience from previous roles at Forvis Mazars in the UK and Mazars UK. Ian Pickford holds a 2007 - 2025 Chartered Financial Planner in Financial Planning @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Estate Planning, Financial Advisory, Planning, Accounting, SIPP and more.
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