Ian is one of a few financial advisers who is a Chartered Financial Planner a Pensions on Divorce Experts (PODE) and also a Resolution Accredited Financial Advisor.
All of these skills make Ian ideal for inclusion in collaborative meetings. as he is Ian is able to assist family lawyers and their clients in finding solutions regarding Pensions, Investments, Protection and tax Mitigation issues. Ian provides clear, understandable information to allow the parties to reach agreements from a position in which they understand their needs and objectives.
Ian is co-chair of the Resolution Collaborative Working Party, which provides training, guidance and support to family law professionals with regards to Collaborative Law.
Ian is a director of Oculus Wealth Management (Wombourne) Ltd and Southdown Consultants Ltd.
I am one of a very small number of Independent Financial Advisers in the UK who’ve attained Chartered Financial Planner status aswell as being a Resolution Accredited Specialist in financial planning on divorce.
I regularly provide financial planning support, guidance and advice during relationship breakdown, supporting lawyers and their clients across all types of dispute resolution.
Financial Planning to me is about listening and fully understanding, talking in plain and simple terms and delivering solutions that are effective in meeting what you want your money to do for you”.
I am a strong advocate of delivering advice in a simple and straightforward manner, creative when it needs to be, but above all advice led.