Ian Copelin
Directeur/Membre du Conseil chez WEALTH at work Holdings Ltd.
Profil
Ian Copelin has held director positions at WEALTH at work Holdings Ltd., Wealth at Work Group Ltd., and Affinity Financial Awareness Ltd.
His current job(s) include director positions at WEALTH at work Holdings Ltd., Wealth at Work Group Ltd., and Affinity Financial Awareness Ltd.
Postes actifs de Ian Copelin
| Sociétés | Poste | Début |
|---|---|---|
WEALTH at work Holdings Ltd.
 WEALTH at work Holdings Ltd. Financial ConglomeratesFinance WEALTH at work Holdings Ltd. operates as a holding company. It offers workplace for financial education and benefits services. The company is headquartered in Liverpool, the United Kingdom. | Directeur/Membre du Conseil | 19/10/2011 |
Wealth at Work Group Ltd.
 Wealth at Work Group Ltd. Investment ManagersFinance Wealth at Work Group Ltd. provides financial education and employee wealth management services. Its services include pension changes and financial wellbeing services, advisory services that cover retirement income, pension and investment planning services, retirement income options, including financial education, Internet support tools, helpdesk support, regulated advice and access to cashdrawn service solutions. The company was founded by David Frederick Cassidy on April 29, 2004 and is headquartered in Liverpool, the United Kingdom. | Directeur/Membre du Conseil | 12/08/2015 |
Affinity Financial Awareness Ltd.
 Affinity Financial Awareness Ltd. Investment ManagersFinance Part of Wealth at Work Group Ltd., Affinity Financial Awareness Ltd. provides independent financial advice. The company is based in Bristol, UK. The British company offers financial education and guidance in the workplace, as well as regulated advice for individuals. Affinity Financial Awareness provides weekly market summaries, updates, and outlooks. The company also offers information leaflets and a list of advisers on their website. The company discusses financial decisions such as whether to pay off a mortgage or pay into a pension. Affinity Financial Awareness is a member of the Wealth at Work Group of companies. | Directeur/Membre du Conseil | 25/07/2016 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
WEALTH at work Holdings Ltd.
WEALTH at work Holdings Ltd. Financial ConglomeratesFinance WEALTH at work Holdings Ltd. operates as a holding company. It offers workplace for financial education and benefits services. The company is headquartered in Liverpool, the United Kingdom. | Finance |
Wealth at Work Group Ltd.
Wealth at Work Group Ltd. Investment ManagersFinance Wealth at Work Group Ltd. provides financial education and employee wealth management services. Its services include pension changes and financial wellbeing services, advisory services that cover retirement income, pension and investment planning services, retirement income options, including financial education, Internet support tools, helpdesk support, regulated advice and access to cashdrawn service solutions. The company was founded by David Frederick Cassidy on April 29, 2004 and is headquartered in Liverpool, the United Kingdom. | Finance |
Affinity Financial Awareness Ltd.
Affinity Financial Awareness Ltd. Investment ManagersFinance Part of Wealth at Work Group Ltd., Affinity Financial Awareness Ltd. provides independent financial advice. The company is based in Bristol, UK. The British company offers financial education and guidance in the workplace, as well as regulated advice for individuals. Affinity Financial Awareness provides weekly market summaries, updates, and outlooks. The company also offers information leaflets and a list of advisers on their website. The company discusses financial decisions such as whether to pay off a mortgage or pay into a pension. Affinity Financial Awareness is a member of the Wealth at Work Group of companies. | Finance |
