Location: Newport Pagnell, Buckinghamshire Email Address: [email protected] Company: David Gee Wills Postcode(s) Covered: MK, NN Ian has worked in Financial Services for 35 years both for large national firms and in the last 20 years running his own wealth management business. Ian believes in the personal approach and takes pride in offering quality estate panning advice…
Location: Newport Pagnell, Buckinghamshire
Email Address: [email protected]
Company: David Gee Wills
Postcode(s) Covered: MK, NN
Ian has worked in Financial Services for 35 years both for large national firms and in the last 20 years running his own wealth management business. Ian believes in the personal approach and takes pride in offering quality estate panning advice to help his clients make the correct choices in relation to intergenerational planning.
Ian believes by taking time to get to know his clients and their needs he can then recommend a bespoke solution.
Outside of work Ian enjoys walks in the countryside with his Cockapoo, Oona and spending time with friends and family.