Ian Harvey Dip Fa
About Ian Harvey Dip Fa
Ian Harvey is a Regulated Investment & Protection Complaints Manager with extensive experience in financial services, currently working at HSBC in Southampton. He has held various roles at Bank of Scotland and Wesleyan, focusing on complaint management and investigations related to protection mis-sales.
Current Role at HSBC
Ian Harvey serves as the Regulated Investment & Protection Complaints Manager at HSBC, a position he has held since 2012. He operates from Southampton, United Kingdom, where he manages complaints related to investment and protection products. His role involves overseeing the investigation of complaints, ensuring compliance with regulatory standards, and implementing solutions for customer grievances.
Experience at Wesleyan
Since 2017, Ian has been working as a Financial Consultant at Wesleyan, located in Weymouth, Dorset, United Kingdom. In this role, he provides financial advice and support to clients, helping them navigate various financial products and services. His experience in the financial sector enhances his ability to address client needs effectively.
Previous Positions at Bank of Scotland
Ian has held multiple roles at Bank of Scotland, contributing to his extensive experience in financial services. He worked as a BAU Protection Complaint Handler and as a PPI Complaints Manager in 2011, followed by a position as HBOS Regulated Senior Review Manager in 2010. His responsibilities included handling complaints, conducting investigations, and ensuring compliance with regulatory requirements.
Education and Professional Development
Ian studied at the Institute of Financial Services and the Chartered Insurance Institute, gaining foundational knowledge and expertise in financial services and insurance. His education supports his professional roles, equipping him with the skills necessary for effective complaint management and financial consulting.
Skills and Expertise
Ian possesses expertise in full investigations and report writing related to potential protection mis-sales. He is skilled in calculating and administering redress where appropriate. His experience includes quality checking for fellow contractors and permanent staff, ensuring high standards are maintained within his teams. Ian thrives under pressure and consistently exceeds targets in challenging environments.