A little bit about Ian
Ian has over a decade of experience working in financial services in a variety of roles which include working with offshore funds that specialised in fixed income for investors. He has also worked as a regulated stockbroker, concentrating on companies within the FTSE 100-250.
These roles allowed him to work with a variety of people from retail investors, High net worth Individuals and Institutional investors.
He now brings this wealth of knowledge to Quilter Financial Advisers offering an initial complementary no obligation review at a time and place to suit you, covering the following areas of financial planning: pensions, investments, mortgages, life assurance, critical illness, income protection and estate planning.
Outside of work, Ian is a family man with two young children, who being based in Poole all enjoy the beach and going for walks.
The Financial Conduct Authority does not regulate some buy-to-let mortgages, inheritance tax planning, trusts or estate planning.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.