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Meet Ian Wilson Charted Financial Planner

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    Ian Wilson Charted Financial Planner
    Director

    Ian is a Director and Chartered Financial Planner at Forum. Ian has worked as a financial planner for nearly 25 years, providing a comprehensive advice service to his clients on all aspects of financial advice, especially for clients with tax planning considerations.

    Ian has many years’ experience working with business owners and contractors who seek advice  for themselves, as well as the companies they operate.

    The later life stage of planning is a particular area of expertise for Ian as many of his wealthier clients have both retired and done their estate and care planning with Ian’s help.

    Away from work Ian is fortunate to be a happy father of two twin girl babies. He still enjoys finding time to read and get active in the outdoors- fell running, biking, hiking etc.