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Ian Little

Ian Little

Financial Planning Director

Followers of Ian Little497 followers
location of Ian LittleNewcastle Upon Tyne, England, United Kingdom

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  • Timeline

  • About me

    Financial Planning Director, Wade Financial Services Ltd

  • Education

    • Financial Planning

      -

      R02 – Investment Principles and RiskCF2 – Investment and RiskJ01 – Personal TaxJ02 – TrustsJ04 – Pension Funding OptionsJ05 – Pension Income OptionsCF8 – Long Term Care PlanningMAQ – Mortgage AdviceFP1 and FP2 – Financial Planning Certificate

  • Experience

    • Wade Financial Services Ltd

      Jul 1990 - now
      Financial Planning Director

      Putting people and their aspirations first is what has helped us build our business.

  • Licenses & Certifications

    • Statement of Professional Standing (SPS)

      Chartered Insurance Institute