Associate of the Personal Finance Society (APFS)
Ian is a Chartered Financial Planner with over 25 years experience of providing financial advice to private clients and business owners. He can provide you with a dedicated and professional service for all your wealth management needs, specialising in Investments, Retirement planning, Inheritance Tax planning and Protection advice. Offering a friendly and trustworthy service, Ian prides himself in building and maintaining strong long term relationships, with bespoke advice tailored to provide peace of mind for his clients current and future financial affairs.
Raised on a Dairy farm you will often find me outdoors. To relax I enjoy spending time with my wife, dog “Mishka”, friends and family. I try to keep fit by venturing to the Gym and Cycling in the summer months.
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.