Ian Planner Email & Phone Number
Founder and Financial Planner @ Druthers Financial Planning Ltd
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Ian Planner Location
- Windsor, GB
Ian Planner Work
- Founder and Financial Planner @ (October 2018 - Present)
- Director and Executive Team member @ (June 2020 - February 2022)
- Regional Managing Director @ (May 2017 - January 2018)
- Chairman of the Institute of Financial Planning Professional Forum Committee @ (October 2016 - January 2018)
- Director @ Serin Wealth (November 2011 - May 2017)
- Managing Director @ Baigrie Davies (April 2006 - May 2017)
- Director @ Institute of Financial Planning (October 2012 - November 2015)
- Private Client Director @ Advisory & Brokerage Ltd (September 2002 - March 2005)
- Sales Manager - City of London branch @ Towry Law (June 1996 - September 2002)
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
- Finance
- Financial Planning
- Investment Advisory
- Investment Strategies
- Financial Planners
- Wealth
- Business Management
- New Business Development
- Startups
- Microsoft Office
- Sales Management
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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