WHO WE ARE
Ian, our adviser, has decades of experience helping clients in Sandbach and the surrounding area, with many different hopes and dreams. He was one of the first advisers in the country to attain the coveted Chartered Financial Planner title. This is widely regarded as the 'Gold Standard' for financial advisers in the UK.
Chartered status is awarded only to those individuals who can evidence a commitment to client service, professionalism and technical skill. The rigorous examination path takes at least 1,000 hours of study and takes around six years to complete and applicants must show at least five years of client facing experience. Once attained, Chartered Financial Planners have to commit further to an ongoing program of Continuous Professional Development and sign up to a code of ethics demanding the highest standard of professionalism.
The office is in the centre of the town providing a central meeting place and contact point for all clients, with free parking nearby. We have a personable and confident team approach centred on firm value and ethics.
Outside work Ian enjoys weekends away in his static caravan with his wife Fiona, and dogs, Milly and Bryn. He is a keen landscape photographer; some of his work is occasionally on display in the office. He also enjoys keeping active through playing badminton and hill walking. He has two grown up children and his first Grandchild is expected January 2022.