Head of Investments (Independent Financial Adviser / NHS Pension)
- 0191 653 1022
Ian has worked in the financial management industry for over 28 years and is a highly experienced independent financial adviser and wealth management specialist. Ian also has specialist knowledge of the NHS Pension Scheme.
Blackett Walker Ltd is authorised & regulated by the Financial Conduct Authority (FCA).
Ian developed his passion for finance early on when he began his career at global life assurance firm, Standard Life. He joined leading independent financial adviser and NHS Pension specialists Blackett Walker in 2006.
As an experienced financial / wealth management adviser, Ian became Head of Investment Services at Blackett Walker in 2012. Ian provides comprehensive advice across all areas of financial planning for the company's private clients which includes a large portfolio of medical clients due to our firms specialist knowledge of the NHS Pension Scheme.
Ian is also an active member of the Investment Committee where he develops strategies to create and manage wealth, aimed at helping clients achieve peace of mind knowing that their financial needs are being professionally looked after and in line with their needs.
Skills In Focus
- NHS Pension
- Investment Strategies
- Portfolio Management
- Strategic Financial Planning
- Wealth Management
- Inheritance Tax Planning
- Planning for Retirement
In Ian's Words
"What I believe makes us successful is our approach to clients. We consider each client's individual circumstances and create bespoke solutions, rather than simply selling products off the shelf.
We respect the fact that we are managing someone's money, pension fund or inheritance and not just an account number, so we always deliver our advice in a clear and simple manner which they can fully appreciate, and endeavour to meet their expectations in a realistic way.
By continually testing portfolios and developing better solutions, we can deliver the best possible results. It's about being focused and caring about our clients in 'real terms' by treating their money and needs with the utmost respect."