Financial Planning Consultant DipPFS, Chartered FCSI in Basingstoke
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.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and 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.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Basingstoke
Hampshire
RG24
United Kingdom
Ian is located in Basingstoke and offers expert financial advice to suit your needs.
Most people come to me because something has changed, or because they've realised they don't have a plan for when it does. We start with a careful, sensitive review of where you are now and where you want to be, and work through to a clear, jargon-free lifetime plan.
Plans flex so we'll steer together through whatever circumstances and emotions life throws up. Costings are upfront and transparent throughout.
It is your plan. They are your goals and your aspirations, and you stay in control of your finances. I sit on the same side of the table as you, committed to getting the right results for you and your family, now and throughout our long term, financial relationship. I lead with planning rather than products because I've needed a plan myself.
When my wife died suddenly, leaving me with three young sons, my own financial planning was what I fell back on. It's why I do this work, and why I think everyone should build financial resilience.
My clients tell me they feel heard, reassured and supported, and that the experience is personal, authentic and professional.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
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.
