Ian has over 40 years of experience as a Financial Adviser, having started his career in the U.K. in 1982. He holds several qualifications, including the U.K. Institute of Financial Services (IFS) Diploma, Chartered Insurance Institute (CII) Certificate in Financial Planning, and the New Zealand Certificate in Financial Services (Level 5).

Ian specialises in personal and business insurance, mortgages, retirement planning, and U.K. pension transfers to New Zealand. He is a member of Financial Advice NZ and the Million Dollar Round Table (MDRT). Ian’s philosophy is to prioritise client care, trust, and impartial advice, ensuring tailored solutions.

He and his wife, Carol, have been married for over 47 years and Ian enjoys sports, cycling, and DIY and entertaining family and friends.