0330 038 8938
Based in Windsor
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2024
5 out of 5
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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: 11 April 2026
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
29
Recent Client Reviews
Ian has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 29 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: 09 March 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.
1
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1 qualification certificate available to view
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Hi, pleased to meet you. I have worked in Financial Planning my whole career since leaving University in 1991. I’ve spent my professional life working, leading and advising in the financial sector in small and large, privately and publicly owned businesses as well as professional membership organisations. What I’ve learned during those years is that the real joy of what I do is in the long-term relationships I have with my clients and the transformative positive effect my advice can have on people’s lives. It is an enormous privilege to be entrusted with the care of my client's finances and plans; it's a responsibility I never underestimate and one I always enjoy. Financial Planning has a universally positive impact regardless of your stage in life. I have found though that I work particularly well with folk in their middle age working out what their future ideally looks like, also those that are slightly older who are not working quite so hard professionally and are looking to live the fullest of lives and people who are suddenly single and are reappraising their life and the role that money plays. When not looking after our clients, my time generally revolves around my family, holidaying well and trying to take my own professional medicine by living the most fulfilling life with those that I love.