Ian Jackson

Ian is an Estate Planner at Co-op Legal Services, where he helps clients plan ahead with wills, trusts and lasting powers of attorney. Before joining Co-op Legal Services, Ian worked for 30 years as a Financial Adviser, where he also specialised in later life planning. Throughout his career as both an Independent Financial Adviser and an Estate Planner, Ian has delivered high quality, client-focussed, personalised services. Ian takes the time to sit down with his clients face to face (either in their homes or over video conference), taking the time to fully understand their needs and objectives, then present them with recommendations based on their personal circumstances. There is no cost for this consultation, and a fixed fee quote will be provided up front for any services that the client may wish to take up, to ensure they are fully informed. Ian works to equip his clients with the knowledge and understanding they need to make informed decisions about their later life planning, taking into account what’s most important to them and their families. Ian is a member of The Society of Will Writers