Ian is a Regional Manager responsible for leading the team of Financial Planners in the North West and North Wales. His team work with clients to enable them to achieve their financial goals; be it financial independence, leaving a legacy for loved ones or making sure their wealth is protected in the event of unforeseen circumstances. He strongly believes in providing clients with a service they really value and enabling clients to live a really fulfilled life.
Ian is passionate about company culture and creating an environment where team members can develop and thrive to lead successful careers.
Having graduated from the University of Liverpool, Ian has worked in financial services since 2003 covering roles such as Underwriting, Paraplanning, Financial Planning and Management.
Outside of work, Ian is kept from relaxing by his three children and two Cocker Spaniels. Ian enjoys the great outdoors which is easy to do, living in North Wales.