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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 adviser 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 focused 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 was captain of Turton 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.