Guided Conversations on Your Finances
Independent support for financial decision-making.
- Over 30 years of financial experience.
- A relaxed conversational approach to understanding your options.
- Thoughtfulness and shared wisdom. Not product sales.
Sometimes you don’t need another financial product or a formal financial review — you just want to talk things through with someone who can understand the bigger picture.
Let’s Ask Ian is an independent sounding-board service, drawing on 30+ years of experience helping people make important financial decisions.
Through conversation, coaching and consulting I can help you think through your financial priorities and explain financial concepts in clear, simple to understand terms.Maybe challenge your thinking and identify questions you may not have considered. All this helps you prepare for conversations with your financial adviser, accountant or other professional.
The aim is simple: to help you feel more confident about your financial direction and decisions.
What I don’t do: I don’t provide regulated financial advice, recommend or arrange financial products or investments, manage money or tell you which particular investment, pension, fund or product you should buy, sell, transfer or switch.
I don’t replace your regulated financial adviser — and I won’t seek to. Where a decision requires regulated financial advice, my role is to help you understand the issues and questions involved so that you can have a better-informed conversation with the appropriate professional.
I don’t replace your regulated financial adviser — and I won’t seek to. Where a decision requires regulated financial advice, my role is to help you understand the issues and questions involved so that you can have a better-informed conversation with the appropriate professional.
By appointment and introduction only
