About us

We’re here for your journey

We all have dreams and aspirations for the future, but do you have everything in place to make them more than just dreams? We believe it is our duty as financial planners to help you discover and define your goals, then put into action a practical plan to make them a reality.

Our approach to financial planning is much like going on any other journey. There are many ways you can get to where you would like to be, but how do you know which route is the best for you? Would you like to choose the most direct route, or perhaps you’d prefer to stop off along the way? We’ll work together to create a financial plan that will act as your road map, showing the way for you to achieve your aspirations in the way that suits you best.

It’s what we do…

Financial planning is all about looking at the whole journey. It’s about navigating some of life’s challenges, anticipating the dangers and enjoying the successes. We believe things go better with effective planning, and your financial plan is no different. It will accompany you throughout your lifetime, and we would love to be alongside you to help guide you through the journey of turning your dreams into a reality.

We’re financial planners, which means we go beyond simply advising on your pensions, savings and investments. We love getting to know our clients and being able to make a real difference to their lives. By understanding what’s important to you, we can create a bespoke financial plan based around your goals and objectives for the future.

Meet the team

Eleanor King

Managing Director & Paraplanner

Eleanor has worked alongside Ian as a Paraplanner since 2012 and together they set up Ian King Financial Planning in January 2015. Eleanor has a qualifying bachelor’s degree in law and was named Managing Director of the practice in 2020.

Eleanor still has a passion for the technical aspects of being a paraplanner and loves to solve the seemingly unsolvable. Eleanor is responsible for ensuring that our client’s best interests are always at the forefront of everything we do. She also helps to formulate most of our client’s investment strategies.

Eleanor holds many hats within the practice, one of those being her role as chair of our Investment Committee, where her role is to ensure the suitability of our investment process.

Much like Ian, the majority of Eleanor’s ‘free’ time is spent chasing after their young son Henry.

When she and Ian have a moment to relax, they both enjoy indulging in their common passion for fine dining and the odd glass (or bottle) of red wine.

Eleanor is also a keen mixed hockey player and often lines up alongside Tom for Coalville Rangers Mixed Hockey Team.

Ian King FPFS

Director, CFPCM Professional & Chartered Financial Planner

Ian has been advising clients for nearly twenty years, having taken the journey from being a financial adviser focusing on investments, to becoming one of the few planners in the UK who hold both the Chartered Financial Planner and Certified Financial Planner designations, the highest possible accolade in the profession.

Ian continues to work with clients on a daily basis, helping them better understand their finances and in doing so aiding them to make better decisions about their future.

Ian also spends considerable time working with and developing the skills of the team, whilst always being on the lookout for new ways in which the experience of our clients can be improved.

Ian is married to Eleanor and their young son Henry takes up a lot of their remaining time and energy outside of work.

Family time aside, Ian loves to plan a new travel adventure, particularly one which includes a tour of a vineyard (or two). Ian is a huge cricket fan and (albeit less so since the arrival of Henry) can often be found watching his beloved Nottinghamshire CCC at Trent Bridge.

Tom Shean

Trainee Paraplanner

Tom recently joined the team as an Administrator and is responsible for ensuring our client records are kept up to date, preparing reports and obtaining plan information for our client’s financial plans.

Tom is new to the profession, having previously worked for a local engineering firm and has found his first couple of months in the profession an eye-opening experience.

Tom is enjoying the many new challenges during his transition into the role, and he is keen to continue to progress within the profession over time.

Tom is himself a keen sportsman, playing and sitting on the committee at local cricket club Broomleys C.C. When Tom isn’t playing cricket, he can usually be found watching the most recent test match on television.

Tom is a qualified Sports Massage Therapist and has a book of happy clients whom he is tasked with keeping in peak physical condition, many of whom he plays sport alongside.

Tom has a young daughter and enjoys nothing more than getting out in the fresh air and spending time with her whenever he can.

Client testimonials

“Ian and his team all offer excellent support and we have been very happy to work with them. It has made it possible for us to take early retirement and now, 2 years down the line, we still feel financially secure. It has made it possible for us to take early retirement and now, 2 years down the line, we still feel as financially secure as is possible in the current climate. We have recommended Ian’s services to a number of our friends and work colleagues and would not hesitate to recommend in the future.”

Bob and Diane

“We do not believe Ian could do his job so well and handle our queries in such a timely manner without the team, who have always responded quickly and kept us up to date”

Stuart and Yvonne

“Ian King Financial Planning’s approach was a breath of fresh air. For the first time we had a proactive adviser who was interested in the bigger picture of both our short and long term needs and aspirations.
What we have always liked is that Ian does not “sell” investment. He looks at the bigger and broader picture of our lifestyle expectations, both long and short term, and highlights the best way forward in our particular circumstances.”

Andrew and Barbara

About you

At Ian King Financial Planning, we understand that every client we meet is unique, and so we know you’ll have your own values and aspirations that you wish to satisfy. We want to work alongside you to provide the clarity and peace of mind you need to ensure you make the best possible decisions with your money.

About you

Journal

A selection of articles and blogs created by our experts to help keep you up to date with the latest financial news and all of the developments at Ian King Financial Planning. From time to time, we may also feature the odd blog on anything else we think you might find insightful or interesting.

Journal

Contact us

We would love to hear from you. Please fill in your details below with a short message. We will then be in touch to discuss how we can help. By completing this form, you are voluntarily choosing to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

Phone us

01332 695 070

Email us

info@iankingfp.co.uk

Opening times

Monday – Friday: 9am – 5pm
Saturday: Closed
Sunday: Closed

Address

Ian King Financial Planning
Lion Court
Staunton Harold Hall
Melbourne Road
Ashby-de-la-Zouch
Leicestershire
LE65 1RT