Tom Birtles

ADVISER PROFILE

Ian Massey

Role: Independent Financial Adviser
Location: Liverpool Office
Qualifications: Diploma in Financial Planning (DipPFS)

Ian can help you with…

Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.

In particular, Ian specialises in helping NHS professionals with all aspects of financial planning. Over nearly 20 years, Ian has supported countless surgeons, consultants, clinicians and senior managers navigate the complex world of pensions, investing and personal wealth planning.

Ian has built many longstanding trusted relationships with medical professionals across the North West and beyond.

Outside of work…
Ian enjoys spending time being active in the great outdoors. If not road or trail running, then you’ll find him walking or cycling. Even when home he is a keen gardener.

He has a passion for leading a healthy lifestyle and has taken the time to develop his passion for food into a nutritional plan to compliment his outdoor pursuits and regular gym visits.

He says his boyhood hobby which he’s never grown out of, is a love of sports and supercars. Who can blame him?!

As a devoted family man, Ian enjoys holidays with the family and having memorable ‘experiences’ with them.

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What people say about Ian

Over the last ten years, Ian Massey has provided sound, objective and successful financial advice which has been of great benefit to me. His approach has always been knowledgeable, straight and trustworthy’.

 

— Dr Forrest, Medical Practitioner, Chester

IAN’S CONTACT DETAILS

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