Director and Chartered Financial Adviser
FPFS CHARTERED FINANCIAL ADVISER
Ian is a Chartered Financial Planner and Fellow of the Personal Finance Society, with over 25 years’ experience in the financial services industry. He is also a Director of Lewis Brownlee Financial Services and is pivotal to driving the firm forward. 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.
Ian’s 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. This has also made him a perfect match with Lewis Brownlee – a business founded on traditional values accompanied by high levels of personal service.
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.
Authorised and Regulated by the Financial Conduct Authority. Registered in England company number 6597644
Telephone: 01243 767 469 | Email: firstname.lastname@example.org | www.lewisbrownleefinancial.co.uk
Appledram Barns, Birdham Road, Chichester, PO20 7EQ£500-£2,000