Skip to main content
Search

Ian Weston

Financial Planning Consultant DipPFS, Chartered FCSI in Basingstoke

A little bit about Ian

With over 25 years of experience in the asset management industry in London, alongside a broad range of professional qualifications, I now dedicate my expertise to financial planning consultancy. My goal is to help clients achieve their ambitions, avoid costly mistakes, and build lasting financial security.

Find out more about me below.

Start the conversation

Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

Services

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Investments

Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

Qualifications

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Chartered Fellow

  • The pinnacle of CISI membership. Exclusively for professionals who have demonstrated the highest levels of knowledge and standards of professionalism.

Location

Ian's location

Basingstoke
Hampshire
RG24
United Kingdom

Ian is located in Basingstoke and offers expert financial advice to suit your needs.

More about me

Our financial lives are full of big questions: How much is enough? Is the life you dream of living achievable? Is the life you live now true to your values?

I approach financial planning differently by making your future lifestyle the centre of our work together. We start with your story - where you’ve come from, where you are today, and where you want to go. From there, I create a clear, understandable financial plan designed to guide you towards your goals. Financial products may play a role, but only if they are necessary to help you achieve what really matters.

The plan itself is always at the heart of what I do. To ensure you remain on track, I encourage all my clients to commit to annual reviews. These reviews allow us to update your plan, make adjustments where needed, and give you confidence that you and your loved ones are on course to live the life you aspire to.

Outside of work, I’m a proud parent to three sons and owner of a loyal dog - the only family member who never asks for money.

The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.