Ian Staley MBA DipPFS - DGS Chartered Financial Planners

Ian Staley MBA DipPFS

About me

I am an Independent Financial Adviser predominantly providing advice to wealthy individuals as well as corporate clients.  I pride myself on making the daunting prospect of seeking financial advice and reviewing existing arrangements into a more rewarding and useful exercise.

My history

I joined the financial services industry in 1990 as a District Agent with Prudential.  During a highly successful career, I made my way through the grades and was finally promoted to Sales Manager.  I left Prudential in 2003 to join Royal Sun Alliance in a mangerial role.  A year later, I joined Bradford and Bingley as an Area Manager before leaving in 2005 to join DGS.

My qualifications

  • SV1 – Savings and investments
  • MAQ – Mortgage advice
  • R01 – Financial services, regulation and ethics
  • R05 – Financial Protection
  • R08 – Pensions Update
  • MBA – Masters in Business (University of Leicester)
  • FPC – Financial Planning Certificate