Ian Pace

Ian Pace Email and Phone Number

Independent Financial Adviser at 2plan Wealth Management Ltd @ 2plan Wealth Management Ltd
leeds, leeds, united kingdom
Ian Pace's Location
Leyburn, England, United Kingdom, United Kingdom
Ian Pace's Contact Details

Ian Pace personal email

n/a
About Ian Pace

Ian Pace is a Independent Financial Adviser at 2plan Wealth Management Ltd at 2plan Wealth Management Ltd. He possess expertise in retirement planning, wealth management, inheritance tax planning, financial advisory, retirement and 45 more skills. Colleagues describe him as "Ian has been my financial adviser for some years and I have found his services efficient and reliable. He is a pleasant chap and has always been punctual to our meetings, I would highly recommend him." and "great service"

Ian Pace's Current Company Details
2plan Wealth Management Ltd

2Plan Wealth Management Ltd

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Independent Financial Adviser at 2plan Wealth Management Ltd
leeds, leeds, united kingdom
Website:
2plan.com
Employees:
220
Ian Pace Work Experience Details
  • 2Plan Wealth Management Ltd
    Independent Financial Adviser
    2Plan Wealth Management Ltd Jan 2013 - Present
    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
    View
  • The Oval Group
    Independent Financial Adviser
    The Oval Group Nov 2011 - Nov 2012
    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.
    View
  • Skipton Financial Services
    Financial Adviser
    Skipton Financial Services Jan 2008 - Nov 2011
    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.
    View
  • Lv=
    Financial Adviser
    Lv= Feb 2006 - Apr 2007
    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.
    View
  • Berry Birch & Noble
    Financial Adviser
    Berry Birch & Noble 2005 - 2006
  • Shepherds Friendly Society
    Financial Adviser
    Shepherds Friendly Society 1997 - 2003
    View
  • Allied Dunbar
    Financial Adviser
    Allied Dunbar 1990 - 1996
  • Forward Trust Group
    Sales Executive
    Forward Trust Group 1987 - 1989

Ian Pace Skills

Retirement Planning Wealth Management Inheritance Tax Planning Financial Advisory Retirement Financial Services Income Protection Pensions Strategic Financial Planning Wealth Investments High Net Worth Individuals Finance Critical Illness Wealth Accumulation Investment Advisory Savings Investment Management Investment Strategies Insurance Financial Planners Sipp Holistic Financial Planning Wealth Management Services Portfolio Management Personal Financial Planning Key Person Insurance Fixed Annuities Mutual Funds Estate Planning Equity Release Independent Financial Advice Life Insurance Personal Finance Residential Mortgages Estate Tax Planning Financial Risk Protection Asset Allocation Trusts Mortgage Marketing Cemap Retirement Savings Private Banking Unit Trusts Mortgage Lending Certified Financial Planner Pension Funds Personal Pensions Saving For Education

Ian Pace Education Details

Frequently Asked Questions about Ian Pace

What company does Ian Pace work for?

Ian Pace works for 2plan Wealth Management Ltd

What is Ian Pace's role at the current company?

Ian Pace's current role is Independent Financial Adviser at 2plan Wealth Management Ltd.

What is Ian Pace's email address?

Ian Pace's email address is ir****@****net.com

What schools did Ian Pace attend?

Ian Pace attended The Nottingham Trent University, Leeds Grammar School.

What skills is Ian Pace known for?

Ian Pace has skills like Retirement Planning, Wealth Management, Inheritance Tax Planning, Financial Advisory, Retirement, Financial Services, Income Protection, Pensions, Strategic Financial Planning, Wealth, Investments, High Net Worth Individuals.

Who are Ian Pace's colleagues?

Ian Pace's colleagues are Peter Crawford, Dean Anscombe, Guy Stout, Iain Lowe, James Stephenson Dipip, Joshua N., Darrel Smethurst.

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