0122 422 8770
Based in Aberdeen
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FCA Regulated
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 March 2025
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Ian has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ian has provided information on their typical fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
71% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 7 first impressions)
71% of users who are not yet clients had a positive first experience with Ian
71% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 March 2025
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
1
Recent Client Reviews
Ian has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ian has provided information on their typical fees
Ian has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
71% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 7 first impressions)
71% of users who are not yet clients had a positive first experience with Ian
71% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 7 first impressions)
I am passionate about helping clients make sensible financial decisions and live the life they want, without fear of ever running out of money. I believe financial planning changes lives and I've seen it myself. I want to promote the benefits of financial planning to as wide an audience as possible. I am a Chartered Financial Planner and qualified pension transfer specialist at AAB Wealth, one of the UK's leading independent financial planning firms. CONSULTATIVE WEALTH MANAGEMENT Taking a comprehensive approach so that you secure all that you value requires wealth management, however this means more than just taking care of your investments. True wealth management means working with you on a consultative basis to systematically address your entire range of financial issues - we refer to this as Advanced Financial Planning. LIFESTYLE FINANCIAL PLANNING As part of the holistic financial planning process we will build a bespoke financial plan of your financial future. This lifetime cash flow model will help you make decisions today based on the impact that they will have on your financial future. We want to make sure that you don't work longer than you need to, don't take more investment risk than you need to, and don't pay more tax than you need to. The lifetime cash flow model helps you make decisions that will allow you to sleep at night and still fulfil your dreams and ambitions. EVIDENCE BASED INVESTING At AAB Wealth you will benefit from a Nobel Prize-winning investment approach which is not based on speculation but has been designed specifically to capture efficiently the returns of capital markets. This is referred to as evidence based investing and our aim is to maximise returns without you taking unnecessary risks or paying unreasonable costs.
Offers available through VouchedFor
Contact Ian through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ian's clients
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