Ian Pickford Partner - Head of Financial Planning

Ian Pickford web JPEG 2019

Ian is Head of Financial Planning and Wealth Management in the UK. He has been with the firm for over 20 years advising High Net worth individuals and Entrepreneurial Business on building and managing their wealth, investments, pensions and retirement counselling. In particular he works with owners of businesses who are preparing their businesses for sale and planning their life post sale.

Ian has been an independent financial adviser since 1990 working solely in accountancy practices. He is a Certified Financial Planner and a member of the ICAEW’s Financial Planning and Retail Distribution Committee.

Ian’s leadership of the Financial Planning business has seen it win a number of awards for quality, service, it’s marketing leading graduate training scheme, the team has the current planner and paraplanner of the year in the UK and was independently assessed by the Financial Times in 2019 to be one of the top 3 Financial Planning firms in the UK.