- call us now! 01548 856096
Client Liaison Executive
Ian (retired September 2025) was formerly a diploma-qualified financial adviser for over 40 years. With a variety of experience through the Prudential home service, Ian worked as a financial planning manager in one of the UK’s largest banks before joining Quilter. He was experienced in understanding clients' current and future needs and providing them with suitable realistic financial solutions then providing an on-going service aiming to maintain long term relationships. Ian believes in strong ethics and putting the client at the heart of everything he does.He has 2 married sons and 4 amazing grandchildren and enjoys most racket sports, swimming and walking.
where we are
01548 856096
56 Fore Street
Kingsbridge
Devon TQ7 1NY
info@clearwaterfinancialplanning.co.uk where we are
01548 856096
Falcon Business Centre
Eagle Road, Langage
Plympton PL7 5JY
info@clearwaterfinancialplanning.co.uk where we are
01548 856096
The Orchard Centre
Blind Hole, Market Street
Launceston PL15 8AU
info@clearwaterfinancialplanning.co.uk Locations
