Financial expertise,
family expertise
As a small and dedicated team, we strive to be everything that a large, faceless company isn’t. We have the commitment and resources to care about every individual client and build positive, long-term relationships. Between us we share a wealth of expertise and knowledge, and our passion for what we do means we are always building on this, adapting to the changing world and the unique needs of our clients.
Seizing his passion for helping clients and their families achieve a brighter and more rewarding future, Ian is the founder and inspiration behind The Family Legacy Solution™ and Ian King Financial Planning. With over ten years of experience in advising clients, Ian is able to call upon a wealth of knowledge in developing and delivering client solutions. Always seeking to improve both the service to his clients and his own professional development, Ian is proud to be a Fellow of the Personal Finance Society and a Chartered Financial Planner. He has also achieved Certified Financial PlannerCM status.
Away from the office, Ian’s interests include travelling to new and wonderful places, trips to the movies and spending time with friends and family.
Eleanor has a Bachelor’s degree in Law and has been working as a Paraplanner with Ian since 2012. Eleanor knows the importance of keeping a clients’ interests at heart and works closely with Ian in helping decide upon the right course of action for clients to take. Eleanor also is a member of the firm’s Investment Committee where her work helps to oversee the investment process that the firm adopts as well as the suitability of the various investment providers with whom our clients hold their money.
At home, Eleanor is both a keen martial artist and hockey player. She also enjoys nothing more than indulging in her passion for fine dining.