Ian joined Bright in 2010 from a national IFA organisation and became a shareholding director in 2017. He has a varied client portfolio made up of business owners, professionals, retirees and corporate clients.
Ian has built up a wealth of experience in all areas of personal financial planning including investment and pension planning, protection and inheritance tax planning. He also advises business owners in areas such as corporate pension planning, employee benefits, tax efficient profit extraction and employee education.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.