Ian joined the financial services sector 25 years ago and for majority of that time he has been an Independent Financial Adviser. During that time he has experienced all the major changes that have affected, challenged and ultimately improved the industry.
Ian’s experience includes advising both individual and corporate clients across a wide range of products and services including pensions, investments and mortgages. He joins us having been instrumental in helping to grow his previous company’s business in the pensions market by over 150% in two years.
He has achieved the Diploma in Financial Planning and holds a Mortgage Advice qualification which he plans to enhance through further studies in order to gain the necessary qualifications to help clients requiring Equity Release advice.
‘My approach with clients is to keep things as simple and straightforward as possible. My aim is to provide a clear and succinct appraisal of their current situation, create a plan to help them achieve their financial goals and then implement that plan with regular reviews to ensure we stay on track.’