About

Ian has an array of expertise and experience and prides himself in providing an invaluable service to his clients. He worked as a highly effective Senior Wealth Planning Manager for Lloyds TSB Private Banking in Exeter before accepting the invitation to set up his own wealth management Practice as a member of the prestigious St. James's Place in 2010.

Outside of his professional life he is married and father to a son and daughter. He is an active member at East Devon Golf Club, and helps to coach under-15s rugby at Withycombe Rugby Football club in Exmouth.

He also supports various charitable causes including the St. James's Place Charitable Foundation, taking part in multi day cycle events in the UK and abroad.

Testimonials

Item 1 of 31

I first met Ian when my then teenage son inherited money from his grandmother and wanted the funds properly invest for his future. The advice given by Ian was easy to understand and made sense. Since then, both myself and my other son have become clients of Ian. The personal touch is welcomed and...

J Wardle| Retired, Exmouth
of31

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.

Avocet Wealth Partnership Ltd is registered in England and Wales, Number 13074485. Registered Office: 55 The Parade, Exmouth, Devon, EX8 1RD.