Ian Brookes

Chartered Financial Planner @Wren Sterling

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

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WORK HISTORY

Feb 2023 — Present

Chartered Financial Planner @Wren Sterling

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Oxford, GB

EDUCATION

2017

The Chartered Institute for Securities & Investment (The CISI)

Chartered MCSI

SKILLS

TrustsPersonal Tax PlanningLong-Term CareLong Term Care InsuranceTaxFinancial PlanningInvestment PlanningInheritance Tax PlanningFinancial AdvisoryInvestmentsFinanceEstate PlanningRetirement PlanningPensionsRetirementStrategic Financial PlanningPension and DivorceLifetime Cashflow ForecastingSchool Fees Planning

ABOUT IAN BROOKES

Lifestyle Financial Planner / Retirement Planning Specialist / Later Life & Long Term…

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Ian Brookes — Chartered Financial Planner at Wren Sterling in Oxford, GB | Unifers