0330 038 8940
Based in Broadstone
View locationChecks carried out by VouchedFor
FCA Regulated
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 30 April 2025
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Ian has not received any client reviews in the past 12 months
Ian has not received any reviews in the last 12 months
Ian has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ian has not yet added their fees to their profile
Fees not yet added
Ian has not yet added their fees to their profile
5
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 5 first impressions)
80% of users who are not yet clients had a positive first experience with Ian
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 30 April 2025
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Ian has not received any client reviews in the past 12 months
Ian has not received any reviews in the last 12 months
Ian has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 06 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ian has not yet added their fees to their profile
Fees not yet added
Ian has not yet added their fees to their profile
5
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 5 first impressions)
80% of users who are not yet clients had a positive first experience with Ian
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 5 first impressions)
Loyally serving our customers for over 30 years, our mission is to provide honest, independent and personalised financial advice, using our experience and expertise to assess your situation as a whole and offer solutions that are clear and understandable. Seeking financial advice can be a daunting and sometimes intimidating process. We strive to alleviate this stress and provide friendly, down-to-earth advice in a relaxed and tranquil environment. Being truly independent advisers, means that you can be sure that the advice and service you receive is free of bias and is not product or commission-led. Instead, we work purely for you and have your best interests at heart, always.
Offers available through VouchedFor
If you choose to receive advice from Ian after contacting them through VouchedFor then they will discount their fees by £200.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ian's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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