IT FINANCIAL PLANNING LIMITED - Key Persons

Job Titles:

• Member of the Personal Finance Society and the Chartered Insurance Institute

Derek joined I.T. Associates in July 2007 from another local IFA firm. Prior to that Derek had held a senior management position at Cooperative Insurance Services (CIS) where he had worked for over 20 years. Derek is based in Truro and covers the whole of Cornwall. His specialist areas are pensions and investments although Derek is authorised to give advice in most areas of financial planning.

Job Titles:

• Managing Director and Founder of I.T. Associates Financial Planning Ltd
• Member of the Personal Finance Society and the Chartered Insurance Institute

Ian is the Managing Director and founder of I.T. Associates Financial Planning Ltd. He started the business in December 1997 following a successful career at AXA Sun Life where he was the Branch Manager of both the Plymouth and Truro offices. Ian's career in financial services started in 1989 where he was a financial adviser with Confederation Life in Christchurch. He was promoted to Branch Manager of the Plymouth office of Confederation Life in 1992, before moving to AXA Sun Life. Ian is based in Plymouth and specialises in Pensions and investments but is also authorised in IHT planning and protection.