Iain has advised clients of Barclays, Bank of Scotland Investment Services and St James Place for more than 20 years and is well placed to offer the fully independent advice that clients need.
He is Diploma qualified and therefore already meets the forthcoming ‘increased bar’ that most of the industry is working towards. He has long term experience in dealing with the needs of ‘business’ as well as ‘private clients’.
Iain’s approach is to understand the client by listening carefully to the their views and feelings. In doing so, it often becomes important to draw the clients attention to issues which although not obvious, will impact on them. He views it of importance that ‘plain English’ is used to further the understanding of financial issues over the long term relationship with his clients.
He can be contacted on 07412 649753
‘I found Iain to be very helpful, informative and patient, when needing clarification more than once. I felt relaxed and reassured. He gave me a greater understanding of the whole Pension process, which installed confidence in my actions and decision-making. I would highly recommend him. Thank you Iain.’
‘I have known Iain Dallas for many years and his approach to business is both transparent and professional. He takes the time to ensure both my wife and I understand the position and the options available. I definitely would recommend him to others. I hold him in high regard.’
‘I am very pleased with the way my investments have been organised and being looked after. I am very confident that I get the best service possible from Iain Dallas and I value his expertise and knowledge.’