Ian has 30 years experience as a Financial Adviser. His wealth of experience and a genuine interest in people have resulted in him becoming a ‘trusted adviser’ to his clients for three decades.
Ian served in the British Army and the UK Metropolitan Police Force before starting his career in the financial services with National Mutual in 1982 in the UK. In 1985 he set up his own independent financial services practice, ‘Jordan Financial Planning LLP’ located in Hampshire UK, which is now managed by Ian’s son Lee.
In 2008, Ian, Carol and their youngest child Olivia moved to New Zealand. Having been friends with Chris MacKay for over 25 years, it was an easy decision for Ian to join Chris’s firm in Lower Hutt.
Ian is an Authorised Financial Adviser AFA, has completed the Cert PFS and CeMAP in the UK, and holds the National Certificate in Financial Services (Level 5). He is also a fully qualified UK Financial Adviser being a member of the Chartered Insurance Institute (CII) and the Personal Finance Society of the United Kingdom. Ian is also a life and qualifying member of the Million Dollar Round Table (MDRT). In this country, Ian is a member of the Institute of Financial Advisers (IFA). Given his comprehensive knowledge of UK pension schemes, Ian specialises in retirement planning and UK pension transfers.
Ian strongly believes that ‘if you look after your client’s interests, your business takes care of itself’.
His philosophy is to provide cost-effective, pragmatic financial solutions, placing maximum value on client care, trust and service.
He has no ties to any single product provider, ensuring that the advice and service he provides is impartial, and best suited to your particular situation.
Lower Hutt residents, Ian and Carol have been married for over 30 years and have three children; a son Lee, and two daughters Nichola and Olivia.
Ian is an enthusiastic cyclist, both tarmac and mountain biking, and enjoys the occasional game of golf. At home, he enjoys DIY and entertaining family and friends.
Here are a few reviews from some of our existing clients around New Zealand