I have joined the Vision team with some 27 years experience in the financial services sector, the last 16 years being with HSBC. During that time I have specialised in creating tax efficient investment portfolios, pre and post retirement planning and inheritance tax planning. I have full Chartered status.
Being an Independent Financial Adviser, I am able to offer ‘whole of market’ advice for my clients, in delivering the solutions they require for their personal, family and business needs.
I am a firm believer in building long-term relationships with my client, built around honesty, trust and service. I care about my clients, their families and their financial needs and aspirations.
By taking time to fully understand my clients’ priorities, needs and objectives, I aim to provide them with personalised bespoke propositions, coupled with a high level of reliable service. An important aspect of this service, being regular face to face client reviews.
‘Ian has been excellent in explaining in a clear and concise manner what options were available to meet my objectives. He identified one of my pensions as providing poor value for money with high administration fees and the other with restrictions upon retirement. I would not hesitate in recommending Ian’s services’
‘I have known Ian since his days with HSBC. I find him knowledgeable and a very good listener. He understands what I need and does his best to match the services to suit my future needs.’
‘I was absolutely delighted with the advice provided by Ian. As a first time Investor I have great faith that I will be well advised going forward.’
‘Ian Campbell our adviser is very professional and respectful’.