Iain is based in Plymouth, Devon. He offers advice on all aspects of financial planning including investments, pensions, and protection advice for both personal and corporate clients.
Iain has been in financial services for 18 years, straight from graduating in Business and Finance from the University of Plymouth in 1996. He has held several positions in financial services companies including home service with Pearl Assurance and bancassurance with Bristol & West before becoming an IFA in August 2004.
Iain's professional qualifications include:
- Diploma in Financial Planning (Dip.PFS)
- Certs MP & ER (Mortgage Practice & Equity Release)
- Statement of Professional Standing (SPS)
Read what Iain's clients say on his VouchedFor page
P: 01278 439494
Providing a good service is important and so we're delighted to receive positive feed back from clients. Here's what a couple them have to say about Iain.
I would (and have done so in the past) recommend Iain as a thoroughly reliable, helpful and patient adviser.
Penny - Devon
He understood fully what I was looking to do and I feel he advised me appropriately and helped me make clear decisions about my financial future.
Gilly - Devon
We find Iain a very pleasant, helpful and patient advisor. We feel totally confident in him looking after our investments and getting the best returns for us.
Philip and Angela - Cornwall