Ian has over 30 years of experience in Financial Services having joined the industry in 1992. After working for a bank, he moved to a small independent practice in Cambridge where he became a partner and joined the Tavistock group in 2021. He is an Associate level member of the Chartered Insurance Institute having attained the Chartered Financial Planner qualification.
Ian advises personal clients in all aspects of their financial planning helping them to arrange their affairs in a tax efficient manner with a particular focus on planning for retirement and beyond.
Outside of work, Ian is a keen if frustrated golfer and enjoys travelling with his wife.