fbpx

Ian Little

Book a free initial meeting

My profile

“Helping clients achieve financial freedom and build a legacy for generations to come.”

I believe that trust and expertise is paramount in our industry, and I strive to deliver both to my clients. I am committed to helping them navigate the financial landscape and provide ongoing support to help make sure they meet their financial and personal goals.

I can help with the following:

  • Employee benefits
  • Financial planning
  • Long-term care
  • Pension options at retirement
  • Pension planning for retirement
  • Protection Savings & investments
  • Business solutions
  • Trust & estate planning

Before anything, I like to really get to know my clients in detail. This includes their finances, their goals, family life and their values. I believe this is so important to enable me to deliver a comprehensive financial plan for now and for the future.

I work closely with my clients and review their finances with them on a regular basis to make sure they are on track to achieve their goals. Given the dynamic nature of circumstances, building a strong relationship with clients enables me to continuously guide and keep them on course amidst ever-evolving changes.

My primary objective is to provide a profound sense of peace of mind. I am dedicated to ensuring that my clients’ financial plans are not only on track but also fortified to safeguard their family in the face of unforeseen circumstances.

I take pride in simplifying complex subjects for my clients, making them more accessible and understandable. The gratification I receive from encouraging and educating clients is immensely fulfilling and this is what has continued to motivate me along in my professional career as a financial adviser.

Outside of work I enjoy socialising with family and friends, as well as walking and being outdoors. I also like sailing and keeping fit. In my spare time I like to read motivational books, my favourite at the moment is “The diary of a CEO” by Steven Bartlett.

My team are so important to me and to the success of the business. Without them, I could not have achieved what I have.

The value of your investment can go down as well as up and you may not get back the full amount invested. Investments do not include the same security of capital which is afforded with a deposit account.

The Financial Conduct Authority does not regulate taxation and trust advice.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.