Ian qualified to be a financial adviser in 1995 having previously worked for Barclays Bank and Nationwide Building Society. He was invited to join St. James's Place as a Partner in 2006 and has built his successful Partner Practice within St. James's Place Wealth Management since then, in 2018 the Practice became a Senior Partner Practice.
Passionate about his family, Ian enjoys working with clients and their families to help protect the wealth they have built during their working lives and structuring arrangements to ensure the wealth transfers to next generations as tax efficiently as possible. This work entails retirement, investment and tax planning with an emphasis on making plans clear and easy to understand. Ian works closely with solicitors and accountants to build robust arrangements, tailored to individual needs.
Ian supports the St. James's Place Charitable Foundation and in the past has undertaken walking challenges across Dartmoor, cycling challenges in Ireland and France, climbing one of the ‘Munros’ on the Isle of Skye.
Hobbies include gardening and walking but most of his spare time is taken up helping his daughters. He also helps his wife Rosie to look after their grandchildren Noah, Alivia and Archie.
Favourite bolt hole - near Wadebridge on the North Cornwall coast!
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.