Ian Sanders DipPFS - DGS Chartered Financial Planners

Ian Sanders DipPFS

My history

I’ve been working in the financial services industry since 1984.  In 1987 I joined Santander (formally Abbey) and held various roles, including Mortgage Adviser, Financial Planning Adviser and Branch Manager.  In 1999 I was one of 10 new Customer Relationship Managers to lead the roll out of Inscape, Abbey’s wealth management service (later known as Santander Premium Investments) – a dedicated client manager role, building long term relationships with clients. I joined DGS after leaving Santander in 2014.

My qualifications

  • DipPFS – CII  Diploma in Financial Planning
  • IMC  – Investment Management Certificate
  • CeFA – Certificate in Financial Advice – 1,2,3
  • J01 – Personal Tax
  • R01 – Financial Services Regulations and Ethics
  • R02 – Investment Principles and Risk
  • R06 – Financial Planning Practice