Ian Howard has been with Wellesley since 2006, and has been in the industry since 1990. People often ask Ian what he does: he says, simply, “I help people”.
With such a myriad of choices out there, Ian always asks clients what it is they do or don’t want to do, and takes it from there. Once he’s established a relationship with a client, he likes to keep in touch regularly to stay up to date with their interests – once they’re happy, he’s happy!
Out of Hours: Ian is married to Julie, and they live in East Preston with their two young sons, Louis and Harry, as well as Sid the dog. He would like to find some free time, however, being a Nottingham Forest fan, it’s probably best not to spend too much free time following sport!
We talk to Mr Higglesden about his relationship with Wellesley, and his adviser, Ian Howard. Visits have taken place in various locations to suit Mr Higglesden including his work place. Ian has helped invest proceeds from his successful business and provided advice on his pension. We also get to hear some advice on investments for the younger generation based on Mr Higglesden’s life experience.
We talk to Danny Rogers about his experience with Wellesley and adviser Ian. Following their informal yet very professional meetings in a number of settings, Danny has built a trusting relationship with Ian that has resulted in recommendations to not only his peers but also to his own company, thanks to years of exceeding expectations.
It was a day to remember at the Old Thorns golf club in Farnham on 11th June 2019, as Senior Adviser Ian Howard treated guests to a round at the iconic course, including a two-course lunch, Stableford competition and a beat-the-pro challenge. View the video to see the on-course action from the day, plus a series of interviews with guests, who talk about the event and their relationship with Ian and Wellesley Wealth Advisory.
Over a number of years I have found the guidance and support from Ian to be absolutely superb.
Ian is the consummate professional who has proved to be trustworthy and loyal, and his financial planning and support are something I would certainly recommend without hesitation.
I have known Ian since early 2008 when Wellesley took over as my financial advisors. Almost immediately my position improved, following clear concise advice. Ian explains everything very clearly and in simple terms that one can easily understand. I’ve always found Ian to be available and on hand when I’ve needed his advice and he has become a trusted confidant as well as a trusted friend.
I would highly recommend Ian to anyone needing financial advice or assistance. His continued commitment and sound advice have given me confidence for which I will always be most appreciative.
We have known Ian since 2011. I received my pension at that time and needed some advice on how best to invest the cash lump sum I was to receive.
He has also advised me regarding ISAs and Trusts. Ian has a very friendly and approachable attitude towards his clients and has sought to understand the whole of the family circumstances prior to offering any financial advice. Now the whole family are clients of Ian. We have regular reviews of our investments with him and the administration support from Wellesley Wealth Advisory is extremely good.
I would certainly recommend Ian to any prospective clients.
We can honestly say Ian has provided excellent advice, more so than any previous financial advisor we have had.
We would not hesitate in recommending him to anyone.
Ian has provided valuable and cogent financial advice since I had to take early retirement through ill health.
The information provided has been apposite, timely and complete; but tempered with realism so that we have not incurred unnecessary expenditure. Furthermore, my wife has had personal pension plans for almost 14 years and, having transferred them to Wellesley, now feels that her interests are being looked after at last.
Ian is always very professional and is excellent at explaining the investment details in a way that is easy to understand.
He has a good knowledge of tax implications, and always gives the best advice on where to invest. He is also very prompt at following up on any queries that need researching.
The advice he has given me has, so far, resulted in good returns against my investments. His style is relaxed and personable, and it is always a pleasure doing business with him.
Past performance is not a guide to future performance.