Ian Wells
Chartered Financial PlannerMy journey
- Advanced Diploma in Financial Planning
- STEP Certificate for Financial Services – Trusts and Estate Planning
- Kinder Seven Stage of Money Maturity Graduate
Chartered Financial Planner
Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.
Society of Trust and Estate Practitioners (STEP) Affiliate
The Society of Trust and Estate Practitioners (STEP) is the leading body in the multi-disciplinary field of Trust and Estate work. As an accredited STEP practitioner, Ian has obtained the most comprehensive qualification in the trusts and estates field and is able to provide specialist advice in this area.
Accredited Later Life Adviser by the Personal Finance Society
The Personal Finance Society (PFS) is the largest professional body for the finance advisory profession in the UK. It promotes the highest standards of professionalism for technical knowledge, client service and ethical practice
I have been a financial adviser of some sort for almost the entirety of my career. Our industry has become a profession during that time, and I now specialise in financial planning. This is where financial advice is at its most impactful, as the focus is firstly on the lives of clients, and then helping them manage their capital accordingly. Helping families use their capital well, often involves transferring wealth, and therefore multi-generational strategies are at the core of what I do.
In much the same way as a yacht has a skipper, the relationship I have with the families I look after is similar. The family choose their destination, I help them set the course, they can relax while I get them safely to where they want to be.
What I enjoy most about my job
My job has the perfect balance of being predominantly about relationships, but with plenty of technical and academic aspects to stretch the grey matter.
About me
I’m happiest wielding spanners around classic cars and bikes. I collect records and always have music playing.
I was born an Arsenal fan and lived less than half a mile from Highbury. I left football behind when I found rugby. These days I prefer motorsports, but don’t have any loyalty to any team.
I’ll let you know. It’s a big place and I’m still looking. So far, it’s the Peloponnese.
A walk with a happy dog.
Accelerated Freefall Skydiving Course. If it doesn’t go well, it could be the top and bottom!
The value of money is in its utility, not its mass. Lots of money, if not used well, has little value.
“You don’t know what you don’t know”. That has kept me curious and sceptical. This makes learning fun and something I’ll do forever. Every day is a school day.
The experts here are always impressively smart.
Contact us
CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357. Registered in England. Registered number is 3224548. Registered office is 10 Lower Thames Street, London, EC3R 6AF. CBW Financial Planning Limited is a related business of CBW 2022 LLP. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
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