eye cog

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.

Ian King

Chartered Financial Planner

ian@iankingfp.co.uk

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 recently achieved the status of Certified Financial PlannerCM.

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 Shean

Paraplanner

eleanor@iankingfp.co.uk

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 the clients’ interests at heart and the main aim of her role is to produce detailed, accurate and understandable reports for clients.

At home Eleanor is a keen martial artist and enjoys nothing better than relaxing to a good action movie.

Gina Deacon

Personal Assistant

gina@iankingfp.co.uk

Gina is the newest member of the team and started working with Ian in August 2013. Gina also has a Bachelor’s Degree in Law and possesses a proven record in customer service and putting the clients’ needs first.

At home, Gina is a keen horse rider, loves travelling, especially to America, and relaxing with friends and family.

Your journey

Create a plan that keeps on working hard for you, whatever you want to achieve.

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Savings & investments

Make the most of your finances with an intelligent strategy and proactive approach.

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Retirement planning

Bring clarity and simplicity to your retirement planning with a solution that's easier to manage.

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Wills & estate planning

Take good care of your assets with up-to-date, coherent and thorough planning.

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