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Ian is a highly experienced, effective financial adviser with over 25 years of experience.

He is highly adept at understanding a client’s life and financial objectives and consistently applies the most appropriate investment strategies.

Rather than 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.

Reviews and Ratings for Financial adviser Ian Batterbee, Portsmouth

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Please see a selection of recent reviews and testimonials our financial advisers have received

5/5
My adviser made sure she completely understood me, my attitude to risk, and what I was looking for. She listened to me, and worked with me to ensure that I was comfortable with the suggested way forward. I liked the fact that she never tried to push me in a certain direction – it really felt like my choice!
SV - Greenwich
5/5
My adviser responded quickly and visited me at home. Very clear and helpful in identifying my needs and attitude to risk. Explained the costs, options and processed the implementation of the plan efficiently.
TN - Kent
5/5
I have known my adviser now for a number of years. It was the best recommendation I have ever had. He rescued me (and my finances) from a poor investment portfolio and turned it around completely.
MI - Ealing

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