Ian Ward

Ian is an experienced Financial Adviser, based in the West Midlands and supporting clients in the Midlands area with expert financial advice.

Ian qualified as an Adviser in the early 90s  and has successfully provided  tailored advice over this time, having worked for a large High Street Bank and 2 Regional Building Societies before becoming an Independent Financial Adviser in 2013.

Ian has helped many people navigate their journey through to retirement and beyond, specialising in pension and investment advice, along with protection and inheritance tax mitigation.

He has built up some very close relationships with his clients during his time and knows the importance of having regular reviews to ensure they remain on track and achieve their financial plans and objectives.

Ian says ,”It’s about guiding people through the maze of finance, simplifying matters and helping them achieve their goals to have peace of mind.”

As well as loving his job, Ian enjoys spending time with his family including countryside walks with “Archie” his hyperactive cockapoo, as well as watching football and going to the theatre.


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