Seizing his passion for helping clients and their families achieve a brighter and more rewarding future, Ian is the founder and inspiration behind The Family Legacy Solution™. With over ten years of experience in advising clients, Ian is able to call upon a wealth of knowledge in developing and delivering client solutions. Always seeking to improve both the service to his clients and his own professional development, Ian is proud to be a Fellow of the Personal Finance Society and a Chartered Financial Planner. He has also recently achieved the status of Certified Financial PlannerCM.

Away from the office Ian’s interests include travelling to new and wonderful places, trips to the movies and spending time with friends and family.

Our mission

We’re proud to be different. Discover what we think sets us apart and the values that are important to us.

Read more »


We are trialling our new Probate Service and are looking to complete one probate for free. More information can be found here


Register now »

From the blog

In her new blog post Gina now takes a look at some of the other things we do for our clients: “We have discussed some of the things...

Read more »

Your vision

Planning a legacy but don’t know where to start? Use our free Your Vision tool for clarity, insight and a personalised summary.

Try now »