I am Principal of Ian Wilson Wealth Management, Senior Partner Practice of St. James’s Place Wealth Management, having joined the company in 2000, and have been working in the financial services industry since 1992, I specialise in the following areas:
- Investment Planning
- Trust* & Tax Planning
- Life & Critical Illness Cover
- Succession Planning
I work with a wide range of private and corporate clients. To ensure that I can offer the highest standard of advice I am a holder of the Diploma in Financial Services from the Chartered Insurance Institute (CII).
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
On a personal front, I have lived in the Ballymena area all my life and played an active part in community life in Broughshane for over 16 years. Outside of my business I am a keen gardener. I am the father of two daughters, Laura and Victoria, both of whom work alongside me in the business, providing dedicated administrative support.
*Trusts are not regulated by the Financial Conduct Authority.