Ian entered the financial services industry in 1987 working for 2 major insurance companies before becoming a Financial Adviser in 1996. He joined Perspective (South East) Ltd as a board member in 2016, having previously been Head of Wealth Management in the UK for 2 international companies.
Ian’s particular specialism is the creation of tax efficient investment strategies that look to deliver the best level of sustainable income with a minimum of tax being paid. He is able to create detailed cashflow models that attempt to illustrate how a recommended strategy can support a long and secure retirement.
As well as having a core focus on investment and retirement pension planning, Ian can also help those building capital for their future, to do so in a cost and tax efficient way, as well as ensuring that their family’s financial wellbeing is secured in the event of their death, illness or disability. Ian works in conjunction with legal and accountancy practices where required and is conversant with a wide range of inheritance tax, trust and tax planning strategies that can benefit a wide range of individuals. Ian can also provide advice on initial care fees planning.
Ian is a Chartered Fellow of the Chartered Institute of Securities as well as a Member of the Personal Finance Society. Ian is married with 3 children and lives in East Sussex.