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Ian Harvey Dipfa

Financial Consultant at Wesleyan Assurance Society

Ian Harvey DipFA is a seasoned financial professional with extensive experience in various roles within the financial services industry. Currently serving as a Financial Consultant at Wesleyan since September 2017, Ian has concurrently held the position of Regulated Investment & Protection Complaints Manager at HSBC since June 2012, where responsibilities include investigating customer complaints and ensuring compliance in sales practices. As the Director of Ian Harvey Consultancy Limited since November 2011, Ian has leveraged expertise in financial complaint management, previously demonstrating skills as a Business Verification Officer at Bank of Scotland. Educational credentials include qualifications from the Institute of Financial Services and the Chartered Insurance Institute.

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