Our People:
Ian Avery
Chartered Financial Planner
Ian Avery
Chartered Financial Planner
Qualifications:
- Chartered Financial Planner
- FPFS
- DipPFS
- Pension Specialist
- Discretionary Investment Management Qualification
ian.avery@centurioncfp.co.uk
Ian has been in financial services for over 30 years.
His career began within the pensions department of a leading insurance company. His keen interest in personal finance was enhanced by professional qualifications, gaining accreditation as a pensions specialist in 2002. These foundations enabled Ian to be register as a financial adviser in 2003.
In 2007, he was one of the earliest financial adviser to qualify as a Chartered Financial Planner.
Ian has gained experience working with adviser firms that specialise in investment management and before joining WBW Chartered Financial Planners, his focus was advising wealthy individuals within a prestigious private bank.
As well as providing holistic financial planning, incorporating a variety of investment strategies, Ian also advises trustees and charities.
Specialisms:
- General Practitioner
- Tax Efficient Investing
- Retirement Planning & At Retirement
- Trust Investment