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Ian Finch, Director DipPFS

ian finchDirector DipPFS

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Ian joined the firm in 2003 and has a wealth of experience within the financial services industry. He was appointed to Director in April 2007.

Ian is a General Practitioner within the advice/planning arena, although his particular areas of expertise are pre/post retirement planning, inheritance tax mitigation and lump sum investment solutions. His role involves looking after and advising both individual and corporate clients.

Ian is a Chartered Financial Planner and in his spare time, he enjoys spending time with his wife Sarah.