Senior Partner Practice of St. James's Place Wealth Management
Ian started his financial services career back in 1987 and believes that his experience has stood him in good stead over the last 30 years when advising clients.
He began his career working for an Independent Financial advisers in Bolton called Henry Knott Associates where he was an adviser for over 10 years. Prior to joining Capstone Ian had his own company called MS Wealth Management, which has now joined Capstone to allow clients to benefit from the St. James’s Place Wealth Management investment proposition.
Over the years Ian has always been focussed on working closely with his clients to ensure their financial goals and aspirations are realised.
During his spare time Ian is a keen golfer and in 2017 is captain of his local golf club.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.
Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.