Corporate Planning
more in this section:
Our specialist Corporate Planning department is headed by Ian Wilkinson with high level support provided by Trevor Clark and Mike Gordon. In addition, for corporate pension projects, Ian can also draw on the pension resource in the Retirement Planning section, which boasts an additional four consultants holding the advanced pensions qualification G60. This group of seven, is “probably” the most qualified group of pension specialists in the North of England. A dedicated team of paraplanners and administration staff provide the necessary back office facility. Our team of specialists between them boast the following additional relevant qualifications:
- Fellow of the Personal Finance Society (FPFS)
- Chartered Financial Planner
- G60 Advanced Pensions
- AF3 Advanced Pensions
- JO4 Pensions Funding Options
- JO5 Pensions Income Options
The success of the department is perhaps down to Ian’s “no nonsense” approach. His ability to understand business leaders key concerns and recommend strategies to rapidly achieve meaningful results means that he is an integral part of many businesses. In many cases Ian has been invited to join the board as a non-exec.
Ian’s knowledge in the corporate market enables him to interact at a level many advisers simply aspire to.
your specialist advisors are:
