Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Ian's experience from his previous role as a Financial Adviser and Partner, are a huge asset to Swann Financial Consultancy
Ian is passionate about helping grow and develop his team using his experience and skills. As COO of Swann Financial Consultancy, he provides a wide range of wealth management knowledge and experience to the business.
Using his experience from his previous role as a Financial Adviser and Partner, he has an in-depth knowledge of the wealth management process and regulations. This experience is vital to assist his Admin and Client services teams at Swann Financial. Guiding and developing his team on a day to day basis helps make sure they have the support and guidance they need to complete their jobs to the best of their abilities, and it’s helps his team develop and grow along their professional career paths.
When Ian is not in the office, he can be found travelling the world with his wife, from France to Australia.
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.