Ian has over 27 years’ experience in financial services, he started his career with Legal & General in 1988 and since 1995 Ian has advised clients as an Independent Financial Adviser. In 2004 Ian established DeMontfort with 3 colleagues, the practice grew year on year and at the point of being acquired by Succession Group Ltd on 18th November 2016 DeMontfort had 35 planners and staff assisting clients with their financial planning needs.
During his career, Ian has specialised in working with his clients to ensure that their finances are well-organised and tax efficient, to help them protect and manage their assets throughout the various stages of their lives. Ian holds the Diploma in Financial planning from the Personal Finance Society, the Diploma in Financial Planning is an advanced technical qualification, which demonstrates an understanding across a broad range of key advisory areas.
Ian is married with two children. He lives in Northamptonshire, is a keen golfer and enjoys photography and the outdoors.