Ian is a specialist Financial Planner. He advises high net worth clients in the areas of Estate Planning, Business Succession & Retirement, bringing a focused awareness on protecting wealth and mitigating tax for individuals and their families.
Ian graduated in Economics & Finance (BBS) in 1998 from the University of Limerick. He then began his career with one of the leading wealth managers in Ireland. Ian is a ‘Certified Financial Planner’ (CFP®), a ‘Registered Stockbroker’ and holds a Diploma in Tax, a Diploma in Pensions and is a ‘Qualified Financial Advisor’ (QFA).
Ian joined RBC Brewin Dolphin in 2021 and continues to provide specialist financial planning advice to high-net-worth clients.