Meet the Team

Ian started working as an Independent Financial Advisor in April 1980, when he joined a national firm of advisers based in Moorgate, London.  He moved to their Covent Garden office in 1981 and left them early ’82 to set up his own firm, also based in the West End.  In 1983 he opened an office in Torquay and moved his family from Hertfordshire to be by the sea.  He kept an office in Torquay until a move to Kingskerswell, his home for 20 years, became possible in January 2018.  He is now able to walk to his office in five minutes.

He still has clients from his days of being in London and deals with private individuals, Trustees, Attorneys and has been the financial advisor to a national charity for over 15 years.

Ian is an affiliate member of STEP, the global professional association for practitioners who specialise in family inheritance and succession planning. .

In 2022 Ian became a Fellow of the Personal Finance Society.  He joins a group of just over 5,000 people – not all of whom are advisors – with this elite status in the UK.

Ian is a qualified Citizen’s Advice Bureau Assessor and volunteers at CAB on Mondays .

Outside of work he enjoys cooking, seeing his children and grandchildren, weekends travelling in his motorhome, playing the trombone and keeping active with cycling and hashing (Hash House Harriers).

FCA reference number: IHP00001 (this can be checked on the FCA website here)

Oliver started his career in the Financial Services sector in June 2006, after working as a Financial Adviser for a high street Bank for 8 years Oliver moved to a Building Society. A couple of years later, in order to expand the areas he could advise on, he moved to an Insurance Company where he specialised in providing advice to clients on the Teachers and NHS pension schemes. Oliver joined the family business at the start of 2020.

Outside of work, Oliver enjoys seeing live music and going to festivals. He also enjoys spending time with his friends and family, watching Exeter Chiefs and going fishing.

FCA reference number: ORP01005 (this can be checked on the FCA website here)

Ali joined the firm in 2019.  She is office based and works every morning providing office support so she will usually be your first port of call when contacting us.  Ali deals with all the office administration from booking appointments to creating marketing material.

With a degree in Business Studies from Bournemouth University, Ali started her own business which ran for over 16 years.   After university, Ali moved to Nottingham and eventually came back ‘home’ to Kingskerswell in 2010.  She is now continuing her studies and working towards her Certificate in Paraplanning.

Ali enjoys travelling in her campervan with her two girls, renovating her home in the village and heading out on the water with her paddleboard.