International Financial Adviser
Date of Joining BFMI
Ian has been involved in the international financial services industry for more than 20 years; working in the UK, Belgium, Luxembourg, Germany and France. For the last few years Ian has been based in Brussels working closely with the international community.
His main focus is designing and implementing retirement, savings and investment strategies for international workers to assist them in both accumulating and preserving wealth in a risk controlled manner.
Having clients in a number of European countries Ian is experienced in the many different needs of expats and their finances.
Areas of Expertise
- Pensions Transfer (QROPS & SIPP)
- Retirement Planning
- Estate Planning
- Introduction to Securities & Investments (International) 2012
- International Certificate in Wealth Management 2012
- Pensions and Retirement Planning 2013
- Associate of the Chartered Institute for Securities and Investments
- Member of the Chartered Insurance Institute
Ian is actively involved in Round Table and 41 Club
Testimonials “Ian contacted me in relation to the Pension changes announced in 2014's budget. With the potential of improving my Final Salary Pension currently being help by my previous employer. With the investment transfer more or less concluded, I would happily recommend Ian for his reliance and fortitude and thorough knowledge of the Pension Market” SB - France “I met Ian whilst working in Germany and found him a personable and extremely helpful when it came to organising my finances. A sound investment adviser with a personal touch.” SH - Germany