Ian Pickford Partner - Head of Private Client

Ian has over 35 years of experience as a Financial Planner advising owners of businesses and ultra-high-net-worth clients. Ian has led the firm's Financial Planning business for 13 years, establishing it as one of the leading Financial Planning firms in the UK. In 2021 Ian became head of our Private Client business which brings together our financial planning, personal tax advisory, compliance and Trusts & Estates team.       

Experience 

Ian specialises in the build and management of personal wealth, investments, pensions, and retirement funds as well as business sale and exit planning.           

Work Highlights 

  • Recognised by the FT Adviser as the Top 2 Firms in the UK for Financial Planning and Wealth Management, our Private Client team now manages over £1.7bn of assets for private individuals and their families.

Accreditations/ Memberships of professional bodies

  • Chartered Financial Planner (CII)
  • Chartered Fellow of the Personal Finance Society (CISI)