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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Ian Jones - BSc (Hons) APFS

Ian graduated in 2004 after studying Physics, and joined Hargreaves Lansdown in 2005 initially working in the corporate side. He undertook personal study to qualify as a Financial Adviser before joining our apprenticeship scheme, during which he achieved Charted Financial Planner status whilst achieving a coveted award for best exam paper in the subject of Trusts.

FCA reference number: IHJ01006

Ian Jones

Qualifications

  • Diploma in Financial Planning
  • Advanced Diploma in Financial Planning
  • Chartered Financial Planner
  • BSc (Hons) Physics

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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