Ian has over 30 years’ experience of working with private clients and advising on all aspects of their wealth management and planning.
His current role, as Managing Partner of the Leeds office, still allows him to maintain a client portfolio where he enjoys building lasting relationships. He particularly enjoys working with family businesses and collaborates with fellow professionals to ensure the best outcome for his clients.
Prior to joining Evelyn Partners (then Tilney) in 2014 Ian was the Regional Financial Planning Head for Yorkshire & Scotland for a national firm of Chartered Accountants. Before that Ian was the MD of a Wealth Management business in Sheffield that was owned by a regional chartered accountancy practice.
Areas of expertise
- High net worth clients – advising on all aspects of wealth planning
- Retirement planning
- Estate Planning
Notable client work and achievements
- advised a client on how best to restructure his late father’s Self Invested Personal Pension as without advice a significant proportion of the fund was going to result in an unnecessary tax charge
- successfully worked with a family business to advise them on how to use their pension funds to acquire their business premises
- worked with a family business to secure maximum value on disposal and then created a Family Investment Company as part of the ongoing financial planning for them