Ian is a Chartered Financial Planner at Ascot Lloyd working from offices in Wolverhampton, Birmingham and London.
Ian has been providing financial advice for almost 30 years and within divorce proceedings for the almost 20.
As a Chartered Financial Planner and an accredited resolution member with Collaborative Training Ian is ideally placed to assist family lawyers and their clients in finding solutions regarding Pensions, Investments, Protection and tax Mitigation issues.
Ian is also co-chair of the Resolution Collaborative Working Party.
I am one of a very small number of Independent Financial Advisers in the UK who’ve attained Chartered Financial Planner status and qualified as a Certified Financial Planner.
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.