As an experienced Financial Planner, Ian’s core belief is centred around understanding his clients needs and aspirations. Ian strongly believes that Financial Planning is about understanding the motivations and dreams that drives his clients and their families.

With 37 years of experience in financial services, Ian has throughout the years helped numerous clients through their financial journeys. With a holistic approach with the client at the centre of everything Ian does for his clients, this ensures every plan is individual to meet the goals and aspirations of his clients.

Ian specialises in creating tailored financial plans that includes retirement planning, investment management, tax planning and estate planning.

By building trust and long-term business relationships with his clients, this allows Ian to gain a full understanding of what client’s needs are allowing for a fully personalised service.

Outside of his professional life, Ian enjoys spending time with his family and long walks in the country and up mountains.