Independent Financial Adviser
Ian is an Independent Financial Adviser with over 23 years’ experience within the banking and financial services sector. Before joining David Allen Financial Services he worked with national high street banks advising private clients, limited companies, partnerships, sole traders and business owners.
He is experienced in dealing with a variety of clients and attending to their financial planning needs. He specialises in dealing with agricultural clients, having been the agricultural wealth adviser for the Scottish region of a national bank for a number of years. Ian provides bespoke business and personal financial planning advice, including retirement planning, investments and business and personal protection planning to a variety of businesses and individuals. Ian holds a Diploma in Financial Planning. He is based at both our Dalston and Dumfries offices.
Ian is married to Alison and they live in Dumfries. They have four boys, two of which have recently graduated with first class degrees, and two are at university. He is a keen golfer and a supporter of his local football team, Queen of the South, attending most home and away games.