I have known Ian for 3 years, he was the person I trusted to move my UK based pensions to Canada. Ian is a true professional in his field, I was guided through the entire process (just as Brexit hit) and all the issues assorted with that. I have found his advice helpful and reassuring in that volatile market. I trusted Ian to such a degree, that when he moved companies I moved my pensions to his company . As his advice has been true and worth while. I have no issues what so ever in saying work with Ian and you will be in very safe hands.

Ian has assisted me in the transfer of my accrued pension fund from a local government pension scheme administered by Lancashire County Council to an accessible overseas pension fund managed originally by Holborn Assets now by Harbour International. I now live in Canada and I have benefited from Ian’s easy-going approach and vast knowledge on finance, investment and overseas pension expertise. I highly recommend Ian.

Ian has been guiding me through the process of consolidating and investing pension funds I had accrued in the UK before moving to Canada. At each step he has been very supportive and has provided very clear guidance. Given the current times it has been very reassuring for me to have Ian looking after my Investments. I would highly recommend entrusting Ian with your wealth management needs.

I would highly recommend Ian - both as a professional business manager and as a good person. Ian has sorted out our somewhat complicated pension issues and has communicated extremely well any problems and the solutions in a timely manner. Ian is able to steer people towards sensible solutions which is an attribute not always available in this world. I wish Ian every success as a Private Wealth Manager.