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 very helpful and informative from the offset, giving clear details to us, who were not ‘pension savvy’! He has kept in touch constantly and been very flexible with meetings. He has also provided us with lots of additional information regarding the products and markets. Ian continues to be in contact during these difficult times and we always feel that he has our best interests in mind at all times.’
‘I found Ian to be very professional but also friendly, always at hand to answer questions and concerns.’
‘He keeps in regular contact with updates. I welcome the challenges he solves for me in a positive way.’