Ian has worked in the financial services industry since 1996, holding a number of roles in various financial organisations from insurance companies and national banks to advisory firms, before joining Wren Sterling.
Ian discovered his passion for helping customers realise their dreams and aspirations through in-depth holistic financial planning, focusing on what’s important to them and their families allowing them to reach their goals.
Ian has been advising his clients for many years on a number of areas including pensions, allowing families to fully utilise the complex pension freedom rules that now exist. He has also been advising his clients on their protection, savings & investments, equity release and estate planning needs.
Financial adviser Nottingham
You can get in touch with Ian at our offices in Nottingham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.