Ian Lawson

I am an Independent Financial Adviser providing a holistic approach to financial planning by offering a personalised client service that is bespoke to each individual and specific to both their current circumstances and future ambitions. Being independent means that I can advise on a wide range of financial products. With over 20 years of financial services experience, dealing with both Wealth Management and Corporate clients, I aim to provide the best outcomes for my clients using the latest innovative technology identifying a methodical, pragmatic and structured approach to delivering their objectives and delivering quality advice. I have a very keen eye for detail and the skill to simplify and communicate complex subjects in a simple and concise manner. I specialise in the following areas: Pensions & Retirement Planning, Inheritance Tax & Estate Planning, Tax Efficient Savings & Investments, Personal & Business Protection and Corporate Financial Planning including Employee Benefits and Auto-Enrolment Pension Schemes. I started my financial services career with Perpetual (Invesco Perpetual) before deciding to go to University as a mature student. When I returned to the industry, I joined Prudential before moving onto AXA Wealth. I entered the world of independent financial advice joining Finch Financial Services, whom linked with the Succession Group; following that, I joined Aqua Financial. I am a Member of the London Institute of Banking & Finance and hold a Diploma for Financial Advisers, Certificate in Long Term Care and Later Life Planning and Certificate in Equity Release. I am now working towards Chartered status. In my spare time I enjoy watching rugby, particularly the international teams, and I also play a round or two of golf.