Ian White
I am a Chartered Financial Planner with over 25 years’ experience in the wealth management industry, enjoy creating trusted and long lasting relationships as, in an ever changing world, it is essential to create bespoke financial plans for clients designed to achieve their goals and aspirations, then review them regularly to ensure they remain current and accurate.
About
I strive to provide a high level of personal and professional service in a relaxed and friendly manner and am proud of the fact that most new clients are introduced to me by way of personal recommendation from existing clients or professional connection. My areas of expertise are:
- Pre and Post-Retirement Planning – including Pension and Later Life planning
- Holistic Wealth Management – How best to use the assets you have to make you financially independent
- Tax Mitigation – Income, Capital Gains and Inheritance Tax
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.