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Ian Laker

Director at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Bosworth Wealth Management</span>
Intro Book
Seasoned financial professional with 17 years of experience in investments, financial planning, and wealth management.
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Location
West Midlands, England, United Kingdo...
Skills
  • Investments
  • Financial Planning
  • Strategic Financial Planning
  • Finance
  • Retirement Planning
  • Show all
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Bio

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Ian Laker is a seasoned financial professional with 17 years of experience in investments, financial planning, and wealth management. He has worked as a Financial Advisor, Manager, and Director at various companies, including McDonald's Corporation, The Co-operative Bank, True Potential Wealth Management, and Bosworth Wealth Management. With a certification as a Certified Financial Adviser from The London Institute of Banking & Finance, Ian has developed a strong expertise in investments, retirement planning, and wealth management. He has also worked with various clients to provide financial planning and advisory services. Ian's experience spans over two decades, with a strong background in finance and wealth management.

Credentials

  • Cerified Financial Adviser
    The London Institute of Banking & Finance
    Mar, 2020
    - May, 2026

Experience

  • Bosworth Wealth Management
    • Tamworth, Staffordshire
    • Director
      • Jun 2018 - Present
      • Tamworth, Staffordshire
  • True Potential Wealth Management
    • West Midlands
    • Wealth Partner DipFA
      • Dec 2011 - Jun 2018
      • West Midlands

      I was a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FNR Number 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth ...

  • Co-operative Financial Services
    • Financial Advisor
      • Aug 2004 - Sep 2011

      Worked as a Field Based Financial Advisor for CIS, also worked from a Co-Op bank branch for 2 years part time between 2007 and 2009

  • McDonald's Corporation
    • Manager
      • Jun 1987 - Aug 2004

Education

  • 1983 - 1989
    Woodhouse High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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