Ian is a Chartered Financial Planner and a specialist in pensions and investment planning within Bourlet Consulting. He is central to the technical capability of the firm, whilst also dealing with his own portfolio of clients.
“Working closely with my clients to help them gain a clearer picture of their financial future is something I really enjoy. The ability to communicate often complex financial circumstances, in simple terms so that they feel confident and relaxed, is a real pleasure.”
Ian’s financial planning expertise includes:
• Helping clients establish their personal financial goals
• Cash flow forecasting
• Investment advice
• Pension advice
Ian graduated from The University of Surrey in 1996. He is a Fellow of the Personal Finance Society and an approved examiner for the Chartered Insurance Institute. He has broad industry experience having worked for the Prudential and a National IFA. Prior to joining the Bourlet team he successfully ran his own financial planning business.