Ian is a Financial Planner and has been involved in the financial services industry for more than 30 years. Ian worked in investment banking for a variety of international banks and hedge funds, before moving across to provide advice clients in 2021.
A keen advocate of independent investment advice, which is increasingly difficult for clients to find, combined with a planning-led approach to identify planning opportunities, allocate priorities and demonstrate how I can help clients achieve their long-term personal and financial goals. Making financial decisions can be daunting, so I pride myself on avoiding jargon and using plain English, so my clients can better understand the options open to them and feel more confident in the outcome.
Away from the office, I enjoy the gym and attempting to play golf.