Ian Brown
Tell me more about Ian Brown?
Ian Brown is a Wealth Planner with 19.2 years of experience. Based in the United Kingdom, he specializes in investments, retirement planning, marketing, strategic financial planning, and small business. Currently, he works at Succession Wealth, a top-tier UK wealth management and financial planning business. With a focus on helping clients achieve their full financial potential, Ian is dedicated to providing personalized and exemplary service. He invests in client-facing and client management teams, technology, and infrastructure, and has a dedicated Retirement Review Centre.
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About
My role at Succession Wealth is Wealth Planner. Succession Wealth is a top-tier UK wealth management and financial planning business. We look after £7.75 billion of client funds for more than 20,000 individuals, families and corporations. Founded in 2009, what we have achieved in terms of growth is truly remarkable and, crucially, we have retained our independence. The Succession team includes 600 dedicated individuals located at 12 regional offices right across the breadth of the UK. Our 170 outstanding and highly qualified wealth planners work closely and in a position of trust with clients on a bespoke basis across issues such as estate planning, pension transfer, taxation, intergenerational planning, investment and trusts. The focus is always to help clients achieve their fullest financial potential, giving them clarity around their lifetime financial goals and making these goals a living reality. Ensuring all clients receive personal and exemplary service is at the heart of Succession’s ethos. We are proud to deliver a local service nationally. As an organisation, we invest continually in our client-facing and client management teams, technology and infrastructure and have our own award-winning Succession investment platform and model portfolio services. We are unique in having a dedicated Retirement Review Centre – a specialist unit set up to complement our wealth planning services. Succession works hard to support its local communities. Our charity, Succession Giving, fundraises for national charities such as Cancer Research UK. We close our offices for one day each June to enable our entire team to raise funds for local charities.
...See MoreWork Experience
Wealth Planner - taking some contractual time out
Wealth Planner
Financial Services
Ian Brown's Professional Milestones
- Wealth Planner (2017-03-01~): Implementing strategic strategies to maximize returns and drive sustainable growth.
- Owner (2004-07-01~2017-03-01): Established Elevated business operations and fostered a culture of excellence for every project.
Skill
Investments
Retirement Planning
Marketing
Strategic Financial Planning
Small Business
Certified Financial Planner
Business Planning
Business Strategy
Customer Service
Finance
Financial Advisory
Financial Planning
Fixed Annuities
Leadership
Management
Portfolio Management
Retirement
Strategic Planning
Wealth Management
Risk Management
Certification
Colleagues
Luke Randle
Client Delivery Lead, Foreign Exchange Trader, Futures Trader and Business Owner.
Susan Puddephatt
chief risk officer & board director at succession wealth
Peter Coleman
chief commercial officer at succession wealth
Barry Martin-Pitt
national development director at succession group ltd
Jason Wride Dip CII, CeMap
director of succession financial management
Other Named Ian Brown
Frequently asked questions
We found 3 Ian Brown's email addresses
We found 1 Ian Brown's phone numbers
Ian Brown's social media include: Linkedin,
Ian Brown works for Succession Wealth
Ian Brown's role in Succession Wealth is Wealth Planner - taking some contractual time out
Ian Brown works in the industry of Financial Services
Ian Brown's colleagues are Luke Randle,Susan Puddephatt,Peter Coleman
Ian Brown's latest job experience is Wealth Planner - taking some contractual time out at Succession Wealth