Conference and

Seminar Presentations

In survey after survey 'public speaking' is often placed as a fear worse than being buried alive or even death itself! Since my first tentative steps onto the stage as (probably) shepherd no. 2 in the junior school nativity this has fortunately not been the case for me.

It has been my honour and privilege to be recognised by my peers as an expert in my field and asked to present at financial services conferences and seminars the length and breadth of Britain as well as across the globe.

In Britain I have presented to the four corners of the compass. As far North as Elgin in Scotland and as far South as Penzance. Across the Irish Sea I have presented in Belfast and Kerry and completing the British Isles I've trodden the boards in Cardiff, Jersey and Guernsey.

International speaking engagements include multiple countries in Europe and Asia, Canada and the United States.

I have been fortunate to share the stage with professional speakers from stage, sports and the business world.

My media CV has included a regular monthly slot on Bloomberg TV 'Ask the IFA', and appearances on BBC1 Breakfast and CNBC. I have guested on various radio programmes including BBC Radio 4 Moneybox Live and BBC Radio Five Live, including their Budget panel. I have been a regular contributor to many professional magazines and websites and have written articles for various consumer financial publications.

Would you like Ian to speak to your group?

If you run a local interest group, such as a chamber of commerce, charity, society or club and would like to know more on a financial subject I may be able to attend your event.

I am able to deliver presentations to local interest groups on various financial subjects. I specialise in taking the dry, and dare I say it, often dull, world of financial services and making it if not entertaining, highly informative and most importantly, understandable.

As long as you are not a commercial gain organisation I will present at no charge. I consider this part of ‘giving back’ to my local community.

The usual format is for a twenty or forty five minute presentation, followed by ten or fifteen minutes of Q&A. I can usually be available before or after the session for more informal chats with attendees.


How to invest money
Learn about investing basics, how to make an investment plan and understanding your attitude to risk and capacity for loss. Investor Psychology and behaviours – how to avoid the common traps and errors.

Pensions and retirement

  • types of pension
  • the key things you need to know about pensions
  • using your pension pot(s)
  • how to build and manage retirement income
  • and how to find out if your money will last as long as you do!

Simplify your finances
The financial services world has a way of making things complicated! Find out how to simplify your finances, across the topics of overall planning, investing, pensions & retirement and wills & trusts.

Wills, Trusts, Inheritance Tax & Estate Planning
How to ensure your loved ones and chosen causes receive what you want them to have in the most tax efficient way possible. Including:

  • Why write a Will and getting around to it
  • Lasting Powers of Attorney
  • Trust basics
  • ‘bloodline protection’(keeping it in the family so nothing is lost if your child gets divorced)

These presentations are for information only and no individual financial advice can or will be given. Due to existing professional commitments and maintaining a work / life / family time balance I only have limited availability so early approach and booking is recommended.


IHT - RNRB Guide

Click here to download our guide to the Residential Nil Rate Band (RNRB).


Financial Factsheets

Click here to access online factsheets covering a wide range of financial topics


Why use an IFA?

Click here to read why taking Independent Financial Advice
benefits you

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