Ian is a Chartered Financial Planner with over 30 years’ experience in the wealth management industry. He was invited to join the St. James's Place Partnership in 2007, founding Abacus Wealth Management on the principles of building trusted and long-lasting relationships, allowing clients to achieve their goals and aspirations. As a business owner he is ideally placed to offer advice to others at all stages of the business lifecycle, but equally he enjoys the personal interaction with private clients, many of whom entrust Abacus to manage wealth across three or four generations.
I strive to provide a high level of personal and professional service in a relaxed and friendly manner and am proud of the fact that most new clients are introduced to me by way of personal recommendation from existing clients or professional connection. My areas of expertise are:
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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