Independent Financial Adviser
Ian joined Morris Owen in January 2010 as an Independent Financial Adviser having previously worked for a large life assurer for over 20 years. He has experience of various Technical, Marketing and Sales roles and qualified as a Chartered Financial Planner in 2014. He advises on investments, life assurance and inheritance tax planning and also holds the specific pension transfer qualification, which allows him to advise on complex pension transfers. His clients include individuals, trustees and businesses alike.
Ian jointly runs our Efficient Wealth Management Workshops in which we introduce existing and prospective clients to the subject of Inheritance Tax including a selection of the available planning strategies to help mitigate the tax.
Ian is available in the office predominantly between 8.45am and 5.00pm Monday to Friday.
Get in touch
We’re always happy to hear from new and existing clients