Ian White

Ian White Email and Phone Number

Experienced and Trusted Chartered Financial Adviser - Director of Abacus Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth Management @ Abacus Wealth Management Ltd
newcastle upon tyne, newcastle upon tyne, united kingdom
Ian White's Location
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
Ian White's Contact Details

Ian White work email

Ian White personal email

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About Ian White

With over 25 years of industry experience this has allowed me to build up a wealth management company that puts clients interests at the forefront of its operation. Here at Abacus, our philosophy is simple, we provide face to face advice and guidance that allows clients to make better decisions with their money. In an ever changing world, it is essential to create bespoke financial plans designed to achieve clients goals and aspirations. In addition and probably more importantly, to review these plans regularly to ensure they remain current and accurate. I enjoy creating trusted and long lasting relationships with my Clients and provide a high level of personal and professional service in a relaxed and friendly manner. I am proud of the fact that many new clients are introduced to me by way of personal recommendation from existing clients.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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved 02/05/2024

Ian White's Current Company Details
Abacus Wealth Management Ltd

Abacus Wealth Management Ltd

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Experienced and Trusted Chartered Financial Adviser - Director of Abacus Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth Management
newcastle upon tyne, newcastle upon tyne, united kingdom
Website:
abacuswm.co.uk
Employees:
9
Ian White Work Experience Details
  • Abacus Wealth Management Ltd
    Director
    Abacus Wealth Management Ltd Jun 2006 - Present
    Newcastle Upon Tyne, England, United Kingdom
    We offer bespoke highly personalised financial advice to business owners and private individuals. Our philosophy is simple, we provide face to face advice and guidance that allows clients to make better decisions with their money. Emphasis on dynamic and regular planning, along with tax-efficient extraction of profit for business owners, to create financial independence.The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives

Ian White Skills

Wealth Management Wealth Inheritance Tax Planning Asset Management Retirement Planning Strategic Financial Planning Investments Estate Planning Portfolio Management Income Protection Fundraising Recruiting Customer Service Employee Benefits Sales Marketing Business Management Training Philanthropy Project Planning Command Pensions Leadership Accounting Retirement Navy Finance Critical Illness Defence Navigation Nuclear Military Experience Maritime Security Clearance Training Risk Assessment Protection Business Planning Army Change Management Strategy Operations Management Program Management Safety Management Systems Contingency Planning

Ian White Education Details

  • Newcastle University
    Biochemistry And Microbiology
  • Chartered Institute Of Insurance
    Chartered Institute Of Insurance
    2019
  • Chartered Institute Of Insurance
    Chartered Institute Of Insurance
    2018
  • Royal Navy
    Royal Navy
    Diploma In Nuclear Physics

Frequently Asked Questions about Ian White

What company does Ian White work for?

Ian White works for Abacus Wealth Management Ltd

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

Ian White's current role is Experienced and Trusted Chartered Financial Adviser - Director of Abacus Wealth Management Ltd, Senior Partner Practice of St. James’s Place Wealth Management.

What is Ian White's email address?

Ian White's email address is ia****@****p.co.uk

What schools did Ian White attend?

Ian White attended Newcastle University, Chartered Institute Of Insurance, Chartered Institute Of Insurance, Royal Navy.

What skills is Ian White known for?

Ian White has skills like Wealth Management, Wealth, Inheritance Tax Planning, Asset Management, Retirement Planning, Strategic Financial Planning, Investments, Estate Planning, Portfolio Management, Income Protection, Fundraising, Recruiting.

Who are Ian White's colleagues?

Ian White's colleagues are Kay Phillips, Richard Edney Dippfs.

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