Ian is the founder and Managing Director of HC Wealth Management and has been a prominent figure in the UK financial planning sector for well over twenty years. He continues to look after the affairs of a number of clients and specialises in financial planning and investment strategy. The services he provides include strategic financial planning and management of assets within the context of the financial plan.
After completing a degree in Mathematics and Oceanography in 1977, Ian joined the Royal Navy, specialising as a Hydrographic Surveyor. For the next seven years, he spent much of his time surveying in various parts of the world and on leaving the Navy, he spent three years in the offshore oil industry before joining the sales force of a small UK Life company.
In 1990, he formed his own independent advisory business and built it to become one of the leading financial planning businesses in the UK before the firm was acquired by Thinc Group (now Bluefin) in 2003. During this period, he was actively involved in the development of the financial planning profession in the UK as a board member and then President of the Institute of Financial Planning. He also represented the UK on the International CFPCM Council for three years and has lectured on Financial Planning in Japan, Australia and the USA.
Following the acquisition of his business, Ian was initially responsible for designing and overseeing the investment strategies employed within the financial planning business unit and he chaired the Bluefin Investment committee. He was later promoted to Managing Director of Bluefin Wealth Management, responsible for the strategy and running of what was then one of the largest financial planning firms in the UK. During this period, he oversaw the acquisition and integration of a number of high profile planning businesses and the development of individuals transitioning from a transactional to a consultative based client relationship.
At the end of 2009, Ian left Bluefin and established HC Wealth Management in order to provide a more bespoke service to higher net worth clients. In recent years, HCWM has been built by bringing together a team of highly competent client facing and support staff capable of providing a first class ongoing service.
Since 2009, Ian has also worked with Succession Advisory Services and is currently Chair of the Investment Committee. This involves overseeing a number of core investment solutions that are made available to member firms, helping them embed global best practice in financial planning. He also manages Succession’s Turnkey Asset Management Programme relationship with Dimensional Fund Advisors.