Ian Stevenson will help guide you and enable you to make the right decisions about your financial future. He offers expert, independent advice across a wide range of services including retirement planning, pensions, savings, investments and protection for you, your family and for business.

Why Choose Us Qualifications and Experience

Ian Stevenson

Qualifications and Experience

I have been involved in advising clients on their pensions, investments and protection since 1986 when the Financial Services Act first became law and take pride in taking the time to get to know clients, to understand their requirements, their short and long term goals and seek to provide appropriate solutions. Once a plan has been implemented progress will be reviewed annually and changes made where clients circumstances or requirements have changed.

• I graduated from Imperial College of Science & Technology part of the University of London in 1980 having studied an engineering degree gaining a 2:1.
• I worked in industry for five years before joining the family business in 1985 and spent time gaining financial services and insurance qualifications.
• Achieving the Advanced Financial Planning Certificate in 1986.
• Being admitted to Society of Financial Advisers (now called the Personal Finance Society PFS).
• In 1991 I became an Associate of the Chartered Insurance Institute by examination.
• In 1999 I passed the CII pensions examination G60 that later became compulsory for advising in pension transfers.
• More recently I have gained further qualifications.
• In 2014 I passed the Pension Management Institute accredited Certificate in Pensions Automatic Enrolment examination.
• In 2017 I passed the R08 Pension Update examination.
• Finally I undertake fifty hours of continuous professional development each year and maintain my Statement of Professional Standing issued by the Chartered Insurance Institute.