This week we talk to Chartered Financial Planner, Ian Boasman. With over twenty years’ experience there’s not a lot he doesn’t know about financial services!

What’s your background, how did you get where you are today?

I’ve worked in financial services since I left school over 20 years ago (!), in various roles from technical to sales. Having moved to Kellands as a Paraplanner in 2013, I quickly took the decision to study for the chartered financial planning exams and move into an advisory role. This took a lot of dedication but is something I am proud of achieving and can see myself doing until I retire (at 45 obviously).

Best advice you’ve been given?

Don’t mess it up

The best thing about working at Kellands?

The client is always at the centre of what we do here at Kellands and that shows in the attitude of the staff. It is nice to work for a family run business where everyone pulls together to achieve the same goal

Why should people choose Kellands?

What differentiates Kellands Hale from many of our competitors is that we are a Chartered Financial Planning Practice. This means we must ensure that our financial planners acquire and retain the necessary knowledge and skills to deliver the highest quality advice and that the clients’ interests always are at the heart of the advice we give.

In addition to being well-trained, the team here is also hugely experienced. They have an ability to make the complicated stuff seem really simple!

How do you wind down & what do you do in your spare time?

In my spare time I like to keep active in the gym and on the golf course… however, this all fits around my busy family life, looking after our two daughters Isobel and Zoe with my wife, Yvonne. I am also a little geeky in that I enjoy video games when I get time.

Who would be your top five fantasy board members, dead or alive?

-          Michelle Obama (Chairperson and face of the company)

-          Alexander Fleming (The inventor)

-          Neil Armstrong (Safe pair of hands and ultimate team player)

-          Charles Darwin (Sees the bigger picture)

-          Phoebe Waller-Bridge (Creative Director)

 

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