Ian Russell
Paraplanner @Wren Sterling
Guildford, GB
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Jul 2023 — Present
Paraplanner @Wren Sterling
View department →
Guildford, GB
ABOUT IAN RUSSELL
I am an all rounder and am proficient in either an administrative or paraplanner role.I have an in depth knowledge of inheritance tax planning, investment planning and retirement planning.I am an experienced user of Intelliflo, Voyant AdviserGo and CashCalc for cash flow modelling, Adviser Asset and O&M as charge comparison and product research tools and FE Analytics for fund comparison research and asset allocation mapping.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.