A Financial Adviser for over 26 years, having graduated from Loughborough University Ian started his career with Black Horse Financial Services in 1991 as a tied adviser. Ian also worked in both Investment and Mortgage advice for Bradford and Bingley until joining TFA in 2005.
Ian has built his clients through referrals from existing clients or local professional connections. He provides a completely independent financial advice service, and works predominantly with accountants and solicitors. Ian often, but not exclusively deals with matters of:
investments and savings of all kinds, whether orientated towards income, capital growth, or both;
pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death.
financial protection, including life assurance, critical illness cover and income protection;
He works with a variety of clients including High net worth individuals, private clients, company directors, business owners and professionals to provide financial planning for them, their clients or employees.
Ian’s clients are throughout the UK and he offers mainly face to face advice in the comfort of your own home, or at a location suitable to you.
You can contact Ian Lancaster on 01308 427200 or complete our enquiry form.
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