Ian Hartley

Financial Planning Consultant

About Ian

Ian lives in Cumbria and has worked in the Financial Services industry for over 20 years. Ian has covered a variety of roles within the Finance Sector including Business Banking Manager and the last 10 years as a Financial Adviser. Ian is a member of the Chartered Insurance Institute/Personal Finance Society and holds a Diploma in Financial Planning.

Ian provides holistic financial planning advice to private individuals and business owners specialising in Investment Planning, Retirement Planning, Estate Planning, Personal Protection and Business Protection. Ian works very closely with his clients to understand their financial needs and objectives and creates long term strategies to help them achieve their goals.