Ian is a Chartered Financial Planner and Fellow of the Personal Finance Society, with over 25 years’ experience in the financial services industry. With infectious confidence and (always diplomatic!) eloquence, Ian is always a hit with clients seeking clarity and mastery in financial planning.
With a broad range of client experience and expertise, Ian has advised on many complex financial matters from Pre-Retirement Planning to Inheritance Tax Planning and all points in between. As such, Ian thrives on giving invaluable, on-going support and counsel throughout the structured planning process he uses.
His background has seen him working in different channels of the financial services world – from Banking, to City Wealth Managers to top Tier Accountancy Practices. This has informed his approach of forming strong and lasting relationships with clients based on trust, openness and a firm understanding of their needs.
Ian’s experience, coupled with the highest level of professional qualification helps him give confidence and perspective in all areas of financial planning. So, whatever their financial concern, clients can be sure that Ian has their best interests at heart, delivering advice which provides financial clarity and peace of mind.
