0330 038 8941
Based in Hungerford
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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 statusLast checked: 10 August 2026
Ian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ian's status
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Recent Client Reviews
Ian has received 13 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Ian has received 13 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: 02 April 2026
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.
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Qualifications Uploaded
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below3 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 profileFees not yet added
Ian has not yet added their fees to their profile
About
I am an Independent Financial Adviser providing a holistic approach to financial planning by offering a personalised client service that is bespoke to each individual and specific to both their current circumstances and future ambitions. Being independent means that I can advise on a wide range of financial products. With over 20 years of financial services experience, dealing with both Wealth Management and Corporate clients, I aim to provide the best outcomes for my clients using the latest innovative technology identifying a methodical, pragmatic and structured approach to delivering their objectives and delivering quality advice. I have a very keen eye for detail and the skill to simplify and communicate complex subjects in a simple and concise manner. I specialise in the following areas: Pensions & Retirement Planning, Inheritance Tax & Estate Planning, Tax Efficient Savings & Investments, Personal & Business Protection and Corporate Financial Planning including Employee Benefits and Auto-Enrolment Pension Schemes. I started my financial services career with various providers, including Perpetual (Invesco Perpetual), Prudential and AXA Wealth, before entering the world of independent financial advice; progressing as a Paraplanner through to an Adviser. I am a Member of the London Institute of Banking & Finance and hold a Diploma for Financial Advisers, Certificate in Long Term Care and Later Life Planning and Certificate in Equity Release. I am now working towards Chartered status. In my spare time, I enjoy motorbiking and watching rugby.