Advising clients since: 2005
Qualifications: BA(Hons) DipFA
Areas of expertise: Holistic Financial Planning
Having joined the finance industry in 2005 Ian has steadily built up his client base of city professionals, families and athletes. His bespoke financial planning approach has led to solid, long-term relationships with his clients. Ian believes in providing a high level of personal service for financial planning strategies such as tax efficient investing, retirement planning and financial security. He makes sure his clients focus on where they want to be in the medium and long term rather than just where they are today.
Originally from Kent, Ian now lives in south west London. Outside work he enjoys playing many competitive sports including squash, golf and regularly attending British Military Fitness training sessions.