Financial Planning Manager, Independent Financial Adviser
APFS, Chartered Financial Planner
Employed within the Financial Services industry since leaving school in 1987, as well as having responsibility for managing the team of advisers, Ian provides advice to individuals at all levels.
Ian is a former Company Director, but subsequently chose to focus more on what he enjoys the most – working directly with clients. Having studied extensively for many years, Ian was one of the earlier advisers in the country to achieve Chartered status, demonstrating his commitment to gaining knowledge and displaying professionalism.
Ian is based in Kimbolton head office, but advises nationwide.
Interesting Fact: Ian has a real passion for travel and has visited almost 50 countries.
Tel: 01480 869466
The whole process was dealt with in a timely and professional manner, extremely satisfied
The whole process was extremely professional. All communication and paperwork went through very smoothly. Found the reception staff very pleasant and welcoming, would not hesitate in recommending Beacon Wealth Management
All Promises to keep me informed were kept at all times. Staff (Leigh) was polite and professional throughout. Tony was also very professional with everything fully explained. No hesitation in making recommendation to others