Ian Cope
DipCII
After a successful 30 year career in financial services; the past 11 years at HSBC, I plan to use my Diploma knowledge and many years of expertise in wealth management to launch my own business helping friends, family and associates with sound holistic financial advice.
Having lived in Lymm, Cheshire the village I grew up in; it is my intention to provide sound holistic financial advice to the hard working families of the village in which I have lived for over 50 years.
About
During my career I have worked successfully as a financial adviser and manager of financial advisers at NatWest, RBS and HSBC. My attention to detail and knowledge led me to become Head of Risk for HSBC overseeing their wealth advice proposition. I used my experience to help launch HSBC's remote advice proposition and to lead their response to the COVID pandemic. I now wish to use my knowledge to support friends, colleagues, associates and local business owners in the Village grew up in.
I have recently completed a post graduate Diploma in Business Administration at Aston University to help prepare me to launch my own business. This has enhanced my existing knowledge of wealth and finance to include marketing, strategy, operational management, brand management and digital transformation.
As a Lymm resident of 50 years I intend to become the financial adviser of choice to the largely professional types who live in our busy and thriving village.
My motivation is to create a values based advice Practice which links my own knowledge and experience with the expertise and support offered by St. James's Place to provide a 'best in class' advice proposition. Outstanding service will in turn ensure the business grows to create a tangible business which I intend to hand over to my children in 20 years time as a lasting legacy.
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More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 22/01/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
