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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.


George has been a financial adviser since 2005.

He specialises in areas of sophisticated technical advice and is an experienced Pensions Transfer Specialist. George is knowledgeable in all areas of pension planning including Workplace Pensions with a particular specialism in Public Sector pension advice.

Passionate about providing quality financial advice that is clear, understandable and jargon-free, George combines the use of cutting-edge planning and analysis software with his years of experience in investment management and tax planning to help his clients understand exactly where they stand financially and to create detailed, achievable and measurable plans to steer private clients and business owners efficiently towards achieving their aspirations.

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