Ian Grant

Advising clients since: 2005

Qualifications: BA(Hons), DipFA

Areas of expertise: Pre and Post Retirement Planning. US Connected Individuals.

Having joined the finance industry in 2005 Ian has built up his client base of city professionals, families and athletes. His personalised financial planning approach has led to a 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 is also one of our specialists who advises in the US client space.

Originally from Kent, Ian now lives in Surrey. Outside of work he enjoys keeping fit and playing golf. But most of Ian’s time is spent as a family man with his wife and two children.