Ivan’s role as your financial planner is to take a holistic view of your wealth and, with a personalised approach, help you to make smarter decisions with your finances. After listening to you and understanding what your needs and goals are, he will put together a plan to tailor the management of your wealth to your own individual tax situation and your unique personal circumstances.
We know that life changes as time goes on, and Ivan is adept at being able to help you structure your assets in anticipation of specific life events, such as retirement, selling a business, protecting your family, passing on wealth to the next generation or minimising inheritance tax, for example.
Ivan has been a financial planner for 7 years, having previously worked as an insurance broker in the Lloyds of London market. He has achieved ‘Top Rated Adviser’ status on the client review website VouchedFor and has made it into the ‘Top Rated Adviser Guide’ featured in The Times newspaper for the last 4 years.
Ivan has a BA (Hons) degree in French and has previously lived and worked in Paris and Biarritz for a number of years. He currently lives with his family in Somerset and in his spare time coaches his son’s U7 football team, enjoys golfing, watching Bath Rugby and surfing.
- LIBF Diploma for Financial Advisers (DIpFA)
- Cert CII
- Lloyd's and London Market Introductory Test
Achievements & Awards
- ‘Top Rated Adviser’ 2020-2023 in VouchedFor’s Guide to the UK’s Top Rated Financial Advisers
- Financial planning
- Wealth management
- Retirement planning
- Pension consolidation
- Tax planning for high earners
- Tax-efficient drawdown
- Inheritance tax planning
- The Lifetime Allowance
- Protection planning
- Pensions on divorce
- Financial planning for entrepreneurs