Ian has a treasure trove of knowledge and experience gained during more than 40 years in financial services, including running his own wealth management firm. He uses these valuable insights to support both his business and private clients, at every life stage.
Ian brings a strong sense of trust, warmth and down to earth common sense to each interaction. Clients are often long-held, because they respect Ian’s ability to provide a service unique to them. Part of this is ongoing financial planning designed to adapt to changing markets, legislation and personal circumstances. Rebecca supports Ian administratively in his business endeavours and also has an excellent rappore with his clients.