Ian Richardson
Ian has worked for over 35 years in the industry and is QCF level 7 qualified.
An inspirational trainer, Ian manages to make even the driest subjects come alive. His wealth of experience allows him to use a wide range of real case scenarios to illustrate key learning points.
His practitioner roots lie in Investment, Trusts, Taxation, and Financial Planning having worked within specialist divisions of Barclays Wealth for 23 years.
Recent assignments have included preparing candidates for professional examinations from QCF level 4 right through to level 7, delivering in-house FATCA training, reviewing T&C schemes, writing multiple choice question banks and delivering open courses on regulation and compliance.
Ian has an extensive working knowledge of the wide variety of examinations offered by the CII, CISI, CFA (UK), IFS and CIOBS.
Ian’s training style is highly inclusive and delegates comment on the clarity of his communication on complex subjects which result in excellent pass rates and frequent ‘top student’ awards.