Ian is a highly experienced, effective financial adviser with over 25 years’ experience.
He is highly adept at understanding a client’s life and financial objectives, and consistently applies the most appropriate investment strategies.
Rather taking a generic product based approach, or simply reacting to life events, Ian proactively builds relationships with his clients.
The financial plans he develops are robust, and flexible, helping his clients to navigate their way towards the financial future they desire.
Ian is highly effective at communicating complex financial matters to his clients. Through a calm, measured approach, he is also skilled at helping his clients, resist the urge to make emotional and potentially damaging financial decisions.
My adviser spent a lot of time explaining all my options in a patient and professional manner. I don't think they could have done any better. Very happy overall. ”
LM - Chelmsford
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