Accreditations/ Memberships of professional bodies
- Chartered Financial Planner (CII)
- Chartered Fellow of the Personal Finance Society (CISI)
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.
Ian specialises in the build and management of personal wealth, investments, pensions, and retirement funds as well as business sale and exit planning.
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