0330 038 8941
Based in Gloucester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.7 out of 5
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: 28 April 2025
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
42
Recent Client Reviews
Ian has received 42 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 42 client reviews 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: 28 July 2022
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.
1
Qualifications Uploaded
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 not yet added their fees to their profile
Fees not yet added
Ian has not yet added their fees to their profile
5
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 5 first impressions)
80% of users who are not yet clients had a positive first experience with Ian
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 5 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: 28 April 2025
Ian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
42
Recent Client Reviews
Ian has received 42 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 42 client reviews 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: 28 July 2022
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.
1
Qualifications Uploaded
Ian has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate 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 not yet added their fees to their profile
Fees not yet added
Ian has not yet added their fees to their profile
5
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 5 first impressions)
80% of users who are not yet clients had a positive first experience with Ian
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Ian (based on 5 first impressions)
Ian is a Chartered Financial Planner combining over 15 years of industry experience with a high level of technical expertise to provide tailored financial planning advice to both individuals and small businesses throughout the UK. Ian began his career in Financial Services in 2006 at The Haven Partnership Ltd, which became Fidelius in 2011. Ian prides himself on building a thorough understanding of client’s values and goals and only then providing them with impartial, bespoke financial solutions coupled with a comprehensive on-going review service. The Chartered title remains today’s ‘gold standard’ of excellence and integrity, and reinforces Ian’s commitment to raising standards of knowledge, capability and ethical practice, and the importance of professionalism. Ian is based in Cheltenham and provides holistic financial advice to an extensive range of clients. Ian has lived in Cheltenham since 2001 and spends most of his time outside the office with his wife and two children, Jasper & Georgia. Ian likes to live an active lifestyle coupling his interest of health & fitness with his passion for golf.
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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