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Adviser Profile • Ian Heard
Ian
Heard
Ian Heard
Charterhouse Business Services
Valley Mead
Convent Road
Sidmouth EX10 8RE
Tel: 01395 519317
Mobile: 0781 5642 340
Email: iheard@optima-alliance.co.uk
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Key Skills & Services
Business strategy and planning, general management, equity and debt finance, business recovery, financial analysis, change management, communication, people management and team building.

Career Background
40 years of experience in the financial services industry, including equity and all forms of debt finance, advising small and medium sized businesses on financial management and control. Also 16 years in general management positions, responsible for improving profitability, and notably enabling people to achieve their business goals. Several roles as chairman and non executive director.

Industry sectors
I have advised clients in most commercial and industrial sectors and more recently in education, where I have a range of contacts.

Qualifications
Fellow of the Chartered Institute of Bankers.
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OptimaAlliance
The Business Advisers Alliance
in the South West & South Wales
www.optima-alliance.co.uk
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