Senior Partner Practice of St. James's Place Wealth Management
Ian joined Buchan Wealth Management as a Trainee Paraplanner in September 2018.
Ian has worked in the Financial Services Industry for 11 years. He worked within The Royal Bank of Scotland Group for 9 years in a variety of roles. For the last two years his role as a Business Manager was with a local finance company.
Ian is currently working towards his Diploma in Regulated Financial Planning through the St. James’s Place Paraplanner Academy and hopes to have this completed by autumn 2019.
As a Trainee Paraplanner, Ian will be assisting the advisors with Financial Planning for our clients, writing suitability reports and processing new and replacement business cases. Ian also liaises with external providers and carries out a variety of administrative tasks as well as making contact with clients to arrange appointments etc.
Ian strives to provide an excellent client experience when assisting clients as he feels this is paramount and it is at the heart of his role.
In his spare time Ian plays football and golf. He is also a keen runner and attends Jog Scotland. Ian is also a huge rugby fan and has a season ticket for Scotland Rugby with his partner Emma. Ian and Emma have a Beagle called Cullen, who is a registered Therapet. They all enjoy walks in the countryside together.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Buchan Wealth Management Ltd is registered in Scotland, Number SC471692. Registered Office: 10 Broad Street, Peterhead, Scotland, AB42 1BY.