Northumberland, East Lothian
& The Borders
Independent Financial Advice
For people in their 40s and 50s, through to retirement and beyond, in Northumberland, East Lothian and The Borders
"For sound advice and investments, whether it be on financial matters, pensions or taxation, I have found Ian to be the go to man. Bottom line is, there is no hard sell with Ian, it is all in plain speak and easy to follow, not like other competitors, when explaining, it just goes over your head. It is laid out step by step, simple. I would not be in the position I am today, if it had not been for Ian. I could not have done it myself."
Graham M Hansen
“My previous financial advisor organised my pension, took his commission and was never seen or heard of again. Fortunately, I was introduced to Ian by my accountants, Diamond Financial, and I have never looked back. Ian has done more for me than anyone previously and when he says: “I will be back ” he means it. Ian is always at the end of the phone to answer questions and to give advice and there is an open invitation to drop into his office for a coffee."
"The only thing I know about money is how to spend it!! Then I met Ian….I have full confidence that my financial affairs are being professionally managed enabling us not to worry about the future. We now meet every six months and are kept up to date with the portfolio and its progress. I have recommended him to both family and friends who are very happy to have him on board. He gives a one-to- one service and is always on the end of a phone. A true professional offering a very personal service."
Ian is here to help
The first step to securing your financial future is to get in touch
His friendly, yet professional style, make him the perfect choice as a local, and trusted, Independent Financial Adviser.
Ian is happy to welcome you in to his office in Berwick-upon-Tweed or visit you in your own home.
The first step though is for you to get in touch; complete the form and Ian will call you back.
Request a callback
If you would like to chat to Ian, please complete the form and he will call you back.