Profile

Iain is a Chartered Financial Planner and has worked in financial services since 1997. His experience includes working as a financial planner for both a national stock brokers and a large accountancy practice. Iain advises private clients on wealth management, inheritance tax, pensions and retirement planning.

Iain is also a member of the Society of Trust and Estate Practitioners (STEP) and provides investment advice to both professional and lay trustees.

Iain lives in Devon and in his spare time enjoys walking on Dartmoor, cooking and foreign travel.