Get to know Ian
Ian has been a financial adviser for 11 years and delivers a full holistic financial planning service to his clients. He advises on pensions, investments, retirement planning, estate and inheritance tax planning.
Away from work, Ian is a keen sportsman who enjoys playing football and snooker and has completed two coast to coast mountain bike rides. Ian is also a proud father of two daughters and enjoys spending quality time with them.
We asked Ian...
What’s the most important thing you bring to your role?
Attention to detail and a genuine desire to help clients achieve their goals.
Qualifications
Accreditation
