Ian has been involved in the financial services industry since leaving school in 1989. His main area of expertise has been pensions but since 2007 he has moved into the employee benefits field, looking after corporate clients with the emphasis on pension governance, pension guidance to employees, and group protection.
Professional Qualification
Financial Planning Certificate (FPC1, 2 & 3) R01 – Financial Services, regulation & ethics R02 – Investment principles & risk R04 – Pensions and retirement planning R06 – Financial planning practice CF9 – Pensions simplification IF7 – Insurance Products PMI Certificate in Auto Enrolment PMI Certificate in DC scheme governance
Personal
Ian is married with one daughter and has lived in the North East since 2004 having relocated from Essex.
His interests include football, running, cycling and sport in general. He is also keen on metal detecting and enjoys trips away with the family in the UK as well as abroad, especially Spain.