Ian Rowan

Company Director @Strategy Wealth Uk Ltd

Bodmin, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2023 — Present

Company Director @Strategy Wealth Uk Ltd

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EDUCATION

1991 — 1996

Salvatorian College

A -C

ABOUT IAN ROWAN

I am a director of Strategy Wealth, a firm that provides bespoke financial planning and wealth management services to individuals and businesses. I have over 20 years of experience in the motor trade industry, where I held various roles from selling cars to managing teams and franchises. I have a wealth of experience and knowledge in finance and insurance, and I have recently achieved a Level 4 diploma in Financial Planning, DipPFS, alongside my level 3 certificate in Mortgage Advice, Cert CII (MP).I am passionate about helping people achieve their financial goals and aspirations, by creating personalised and realistic plans that suit their needs and preferences. I also enjoy working with and developing great people, and I am always learning and improving myself and my skills.

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Ian Rowan — Company Director at Strategy Wealth Uk Ltd in Bodmin, GB | Unifers