Ian was one of the three original partners in Atlantic Coast Associates when the firm commenced trading in 1999 with three advisers from a large retail bank. He now works in the recently refurbished offices in Perranporth as the firm’s principal, ensuring that customers are getting the best quality advice from the team of regulated advisers in the regulated firm of which Atlantic Coast Associates forms a part.
In addition, Ian has his own clients to look after, mainly in the areas of pensions, investments, savings, and in later life issues such as equity release, long-term care, and estate planning.
If you wish to discuss any of the above, or just have another financial issue that you wish to discuss, please contact Ian on:
01872 571868 or 07971 878306