Ian Planner Location
Windsor, GB
Ian Planner Work
- 2018 - now Founder and Financial Planner @ Druthers Financial Planning Ltd
- 2020 - 2022 Director and Executive Team member @ Institute for Financial Wellbeing
- 2017 - 2018 Regional Managing Director @ Aberdeen
- 2016 - 2018 Chairman of the Institute of Financial Planning Professional Forum Committee @ The Chartered Institute for Securities & Investment (The CISI)
- 2011 - 2017 Director @ Serin Wealth
- 2006 - 2017 Managing Director @ Baigrie Davies
- 2012 - 2015 Director @ Institute of Financial Planning
- 2002 - 2005 Private Client Director @ Advisory & Brokerage Ltd
- 1996 - 2002 Sales Manager - City of London branch @ Towry Law
Ian Planner Education
- Bournemouth University
HND (Business and Finance)
1989 - 1991 - Chartered Institute for Securities and Investment
Certified Financial Planner
- Chartered Institute for Securities & Investment
Chartered FSCI
Ian Planner Skills
- Strategic Financial Planning
- Financial Services
- Wealth Management
- Financial Advisory
- Leadership
- Investments
- Management
- Business Strategy
- Retirement Planning
- Pensions
Ian Planner Summary
Ian Planner, based in Windsor, GB, is currently a Founder and Financial Planner at Druthers Financial Planning Ltd. Ian Planner brings experience from previous roles at Institute for Financial Wellbeing, 1825 Financial Planning, Chartered Institute for Securities & Investment (CISI) and Serin Wealth. Ian Planner holds a 1989 - 1991 HND in Business and Finance @ Bournemouth University. With a robust skill set that includes Strategic Financial Planning, Financial Services, Wealth Management, Financial Advisory, Leadership and more. Ian Planner has 2 emails on RocketReach.
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Others Named Ian Planner
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Ian Planner
Certified Financial Planner at LUMIN WEALTH MANAGEMENT LIMITED
Chipping Ongar, GB1 -
John Planner
Financial Advisor at Capital Wealth Advisors, LLC
Brentwood, TN, US1
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