Our People:

Ian Avery

Chartered Financial Planner

Ian Avery

Chartered Financial Planner


  • Chartered Financial Planner
  • FPFS
  • DipPFS
  • Pension Specialist
  • Discretionary Investment Management Qualification


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.


  • General Practitioner
  • Tax Efficient Investing
  • Retirement Planning & At Retirement
  • Trust Investment