Qualifications
Professionally
Ian has worked within the financial services sector for more than 20 years. He helps people to fully understand their financial situation by putting a plan together for their future, focusing primarily on how best to meet their retirement income needs.
Ian offers a personalised service with an emphasis on building a long-term relationship, which involves ongoing reviews. He is a Chartered Financial Planner which is a mark of trust and a symbol of technical competence and signifies a public commitment to professional standards.
Personally
Ian enjoys spending his spare time with his wife and close friends. His ideal weekend involves a trip away to the Lake District or the coast in his campervan, where he can take his dog on lots of scenic walks.
Ian regularly enjoys cycling and playing golf, and going out for food for balance. When the opportunity presents itself, he likes seeing live music and traveling.
