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.
Gina started working with Ian in August 2013. Gina has a Bachelor’s Degree in Law and possesses a proven record in customer service and putting the clients’ needs first. Gina particularly works closely with Ian to deliver to clients new Wills and Trusts solutions.
At home, Gina is a keen horse rider, loves travelling, especially to America, and relaxing with friends and family.
Charlotte has worked within the financial services industry for fifteen years, focussing predominantly within the mortgage advice sector. Charlotte joined the company in January 2018 in order to expand her knowledge and experience of pensions and investments.
Charlotte’s main role within the company is to provide support to all team members, liaise with clients and helping Ian prepare for review meetings with existing clients.
In her spare time, Charlotte likes to keep active by doing outdoor sports.