About Ian
I have a wealth of experience gained from working in the Financial Services industry for nearly forty-five years in both a development role with a major insurer, and latterly, as an Independent Financial Planner. I ran my own financial planning practice before joining Canaccord in 2020. Over the years I have developed a deep knowledge of the various planning issues faced by business owners and I now work extensively with Professional Connections to help their clients plan for retirement and, just as importantly, avoid some of the risks that can hinder long-term plans. Working with Accountants and Solicitors allows me to draw the different strands of expertise and advice together into effective and understandable plans for our clients.