We are privileged to be let into our clients’ lives, especially as finance is something that most people don’t want to talk about. By earning their trust, we can find out about their values and objectives , and ultimately help them achieve their ambitions. What we do changes people’s lives.”
- Locations
- Nottingham
Ian joined our Nottingham office in 2012 and is a Senior Investment Manager and Head of the office’s Wealth team. He advises and manages portfolios for a range of clients, predominately business owners and entrepreneurs, from early stage to exit, but also high-net-worth individuals and families.
He works closely with the financial planners in the office to ensure his clients get a holistic service, including getting advice on issues such as pensions and estate planning. He also networks with professional services firms and advisers such as accountants and private equity advisers to help add value to client relationships.
Ian began his financial services career in 2005 as a Fund/Equity Analyst at Duncan Lawrie Investment Management. He moved to Quilter as a Fund Research Analyst in 2009 and then to RBC Brewin Dolphin as an Investment Companies Analyst.
He is a Chartered Financial Analyst, Chartered Alternative Investment Analyst and has the Chartered Institute for Securities & Investment Diploma.