FINANCIAL FUTURE ASSOCIATES - Key Persons
Ian has over 25 years experience in financial services. He holds the Advanced Financial Planning Certificate, having passed the G60 Pensions paper, the G10 Taxation and Trusts paper, the Mortgage Advice Qualification and Savings and Investments paper.
He is a member of The Personal Finance Society* and deals with all aspects of financial planning for both personal and corporate clients.
Ian is a founding partner of Financial Future Associates. He has two daughters and works from the Highcliffe office.
Richard has over 20 years experience in financial services. He holds the Advanced Financial Planning Certificate, having passed the G10 Taxation and Trusts paper, the Certificate in Mortgage Advice, the Certificate in Long Term Care and the Savings and Investments paper. Richard also holds the Certificate in Lifetime Mortgage Activities and is authorised to advise on equity release products (both home reversion plans and lifetime mortgages).
He is a member of The Personal Finance Society* and committed to continued professional development.
Richard is a founding partner of the company, married with two daughters and is based in the Liphook office.