0330 038 8942
Based in Fareham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Ian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ian's status
Last checked: 29 April 2025
Ian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ian's status
8
Recent Client Reviews
Ian has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 8 client reviews in the past 12 months; 100% of these have been verified
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: 04 March 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.
Qualifications Uploaded
Ian has not yet added their qualifications to their profile
Qualifications not yet added
Ian has not yet added their qualifications to their profile
Transparent Fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ian has provided information on their typical fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
39
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 39 first impressions)
100% of users who are not yet clients had a positive first experience with Ian
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 39 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Ian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ian's status
Last checked: 29 April 2025
Ian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ian's status
8
Recent Client Reviews
Ian has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 8 client reviews in the past 12 months; 100% of these have been verified
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: 04 March 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.
Qualifications Uploaded
Ian has not yet added their qualifications to their profile
Qualifications not yet added
Ian has not yet added their qualifications to their profile
Transparent Fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ian has provided information on their typical fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
39
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 39 first impressions)
100% of users who are not yet clients had a positive first experience with Ian
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 39 first impressions)
Many of my clients have commented that I have the capacity to take complicated concepts and explain them in ways that are easy to understand. I have worked in financial services for over thirty years, and am familiar with all manner of investment, pension, savings and insurance arrangements. My business is built around long term relationships, as opposed to selling, or arranging a product. The client is always at the heart of the proposition, and this is borne out by the way we charge for our services.
Offers available through VouchedFor
Contact Ian through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Savings
Clients' level of financial expertise
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