Ian Planner Email
Chartered Financial Planner @ DGS Chartered Financial Planners
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Ian Planner Location
- London, GB
Ian Planner Work
- Chartered Financial Planner @ (January 2023 - Present)
- Head of Investments and Chartered Financial Planner @ (March 2022 - January 2023)
- Chartered Financial Planner @ (July 2017 - March 2022)
- Financial Planning Manager @ (October 2013 - July 2017)
- Mortgage Consultant @ (June 2011 - October 2013)
- Customer Account Manager @ (April 2009 - June 2011)
- Customer Service Representative @ (October 2005 - June 2008)
Ian Planner Education
- Chartered Insurance Institute
DipPFS (Diploma in Regulated Financial Planning)
- The Chartered Institute for Securities & Investment (The CISI)
PCIAM (Private Client Investment Advice & Management)
- Chartered Insurance Institute
CertPFS (DM) (Certificate in Discretionary Investment Management)
- Chartered Insurance Institute
Cert CII (FS) (Certificate in Financial Services)
- Chartered Insurance Institute
CertPFS (Securities) (Certificate in Securities Advice and Dealing)
- Chartered Insurance Institute
AFPS (Adavance Diploma in Finanical Planning)
- Chartered Insurance Institute
AF7 (Certificate in Pension Transfer Advice)
- Chartered Insurance Institute
FPFS (Fellow of the Personal Financial Society)
- Harlow College
AVCE (Advance Business Studies)
- LIBF
CeMAP (Certification in Mortgage Advice & Practice)
- LIBF
DipFA (Diploma for Financial Advisers)
Ian Planner Skills
- High Net Worth Individuals
- Budgeting
- Estate Planning
- Pensions
- Cash Flow Forecasting
- Sales
- Customer Service
- Life Insurance
- Critical Illness
- Financial Advisory
- Mortgage Lending
- Residential Mortgages
- Financial Services
- Loans
- Certified Mortgage Planning
- Insurance
- Term Life Insurance
- General Insurance
- Finance
- Cross Selling
- FSA
- Relationship Management
- Banking
- Wealth Management
- Investments
- Financial Planning
- Portfolio Management
- Risk Management
- Income Protection
- Financial Risk
- Wealth
- Investment Advisory
- Savings
- Retirement Planning
- Investment Strategies
- Inheritance Tax Planning
- Sales Management
- Wealth Management Services
- Protection
- Business Development
- Pension Funds
Ian Planner Summary
- Ian Planner, based in London, GB, is currently a Chartered Financial Planner at DGS Chartered Financial Planners. Ian Planner brings experience from previous roles at Town Close Financial Planning and Nationwide Building Society. Ian Planner holds a DipPFS in Diploma in Regulated Financial Planning @ Chartered Insurance Institute. With a robust skill set that includes High Net Worth Individuals, Budgeting, Estate Planning, Pensions, Cash Flow Forecasting and more. Ian Planner has 2 emails on RocketReach.
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