Ian is a Chartered Financial Planner and a specialist in estate and investment planning within Bourlet Consulting. He advises his own portfolio of clients whilst providing technical capability for the firm. He is a Fellow of the Personal Finance Society and an approved examiner for the Chartered Insurance Institute.
Ian says,
“Working closely with my clients to help them gain a clearer picture of their financial future is something I really enjoy. The ability to communicate often complex financial circumstances, in simple terms so that they feel confident and relaxed, is a real pleasure.”
Ian Farrer
Ian’s financial planning expertise includes:
- Helping clients establish their personal financial goals
- Cash flow forecasting
- Investment advice
- Pension advice
Ian graduated from The University of Surrey in 1996. He is a Fellow of the Personal Finance Society and an approved examiner for the Chartered Insurance Institute. He has broad industry experience having worked for the Prudential and a National Financial Planning firm. Prior to joining the Bourlet team he successfully ran his own financial planning business.