Ian Gwinnell Mlibf
Director Independent Financial Advisor Directly Authorised @All Counties Financial Ltd
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WORK HISTORY
Director Independent Financial Advisor Directly Authorised @All Counties Financial Ltd
Independent Financial advisor, offering welath management, portfolio construction, risk profiling and lifestyling based on time line. Offering a range of protectiion products to cover individuals, families and business succession planning. Pension advisor, arranging pre retirement products, SIPP\'s, Flexible Personal pensions and NEST advice and post retirement products, Annuities and Drawdown products.
EDUCATION
Sir Gilbert Claughton Comprehensive
O Levels
The London Institute of Banking & Finance
Financial Advising, DIp FA
Reed Business School
Certificate for Financial Planning, Financial Services
ABOUT IAN GWINNELL MLIBF
Delivering technical advice to individuals and businesses in pension, investment, mortgage and protection markets. Managing technical information and improving quality of service. Managing the commercial aspects of innovation and bringing new products to the business. Winning major new investment/pension/mortgage portfolios. Interacts with a range of software programmes including- Trigold, Exweb, Assureweb, Selecta pension. Qualifications Certificate in Mortgage advice and Practice Investment Risk & Integrated Financial planning. Equity Release & Home reversion advice and practice. Diploma for Financial Advisors. Will writers and Estate Planners - Member of the Institute of professional will writers.
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