Iain has been in Financial Services for 27 years with the past 15 years as an Independent Financial Adviser in the London & South-East area

Client care is paramount to Iain’s approach to Financial Planning, with long term relationships leading to trust and confidence. Whether building the foundations of long term security through protection advice, or the creation and management of wealth through tax efficient saving, Iain always puts the client first.

Away from the office

Iain is married to Denise, with two children studying at university. Iain is a 5th Generation Salvationist, who conducts the Brass Band at Croydon Citadel and plays with the Salvation Army’s premier group, The International Staff Band> this has led to him playing in concert halls all around the world.

The official bit

All financial advisers must be registered with the Financial Conduct Authority (FCA).

You can view Iain’s entry on the FCA Register by clicking here.

Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.

An adviser’s SPS must be renewed annually. We can provide you with a copy of Iain’s SPS on request.