Ian Pace Email & Phone Number

Leyburn

After moving from York to Leyburn to experience the good life in a beautiful rural environment, I decided to set up my own practice, rather than travelling into Leeds everyday to work at Oval. The move to fee based income from commission under the changes bought about by the Retail Distribution Review, have created the ideal opportunity for me to put into practice my belief in quality service to a restricted number of clients.Please feel free to contact me if I can be of any help to you. Here's to the future

Leeds, United Kingdom

Moved to Oval Financial Services to provide an enhanced service to my clients, covering the whole of their financial planning needs, including retirement planning.

Malton, North Yorkshire

Advised clients on Inheritance Tax and Wealth Management planning to enable them to achieve their goals. The main criteria for this is to spend time with clients, questiioning them, and helping them to understand their priorities, and then putting a plan of action into place.Continual review of this plan and reassessment of goals is then required, to keep people on track for the future.

York, United Kingdom

Joined Liverpool Victoria as a whole of market adviser, specialising in Inheritance Tax Planning. I provided all the Inheritance Tax Planning in the North of England. I, also, delivered up to four seminars a month to local authorities, unions and NHS Trusts for pre retirement financial planning.Liverpool Victoria unfortunately decided to stop providing whole of market financial advice and I was, sadly, made redundant.

B.Sc (Hons) Industrial Studies

Education record