0330 038 8938
Based in Keswick
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: September, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Ian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ian's status
Last checked: 05 March 2025
Ian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ian's status
45
Recent Client Reviews
Ian has received 45 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 45 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Ian has not yet added their qualifications to their profile
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Checks carried out by VouchedFor
FCA status: Certified by Firm
Ian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ian's status
Last checked: 05 March 2025
Ian is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ian's status
45
Recent Client Reviews
Ian has received 45 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ian has received 45 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Ian has not yet added their qualifications to their profile
Qualifications not yet added
Ian has not yet added their qualifications to their profile
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
I have been a Financial Adviser since 1993, thirty two years in Financial Services. I started with Prudential from 1993 until 2001, a really good grounding, with excellent training. Then I was an Independent Financial Adviser until 2020, when I joined True Potential. My specialisms are Investments and Pensions, making sure clients have enough money to retire on. I also enjoy Inheritance Tax Planning too. No point having built up a clients estate, and then giving some or all of it, needlessly back to the government. I believe the key to being a good financial adviser, is to have a reasonable level of technical knowledge, but more importantly the ability to listen and connect with what really matters to clients. When I'm not at work, I like to spend some time with my wife, Sue, over at our static caravan, in Bamburgh in Northumberland, and using the idyllic beaches on this coast, and the good cycling tracks, offroad. I also enjoy my sport, and love to watch cricket. I also enjoy the odd day at the races with friends. I am quite fortunate, and try and give back something to my community, being a member of Keswick Rotary, and the Freemasons.
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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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.