Ian Futcher Financial Adviser at Quilter Financial Advisers - Poole

Address: 24 Salisbury Rd, Poole BH14 0DP, United Kingdom.
Phone: 7581282440.
Website: quilter.com.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Ian Futcher Financial Adviser at Quilter Financial Advisers

7581282440

Ian Futcher is a dedicated Financial Adviser at Quilter Financial Advisers, located at a convenient and wheelchair-accessible address, 24 Salisbury Rd, Poole BH14 0DP, United Kingdom. You can easily contact him via phone at 7581282440 or visit their website for more information at quilter.com.

As a skilled financial planner, Ian Futcher specializes in offering expert advice and tailored solutions to help clients achieve their financial goals. Some of his key strengths include:

1. Comprehensive financial planning: Ian Futcher provides a holistic approach to financial planning, taking into account your current financial situation, goals, and risk tolerance when developing a customized plan for you.

2. Investment management: He has extensive knowledge and experience in managing investments, ensuring that your assets are allocated efficiently, and aligned with your financial goals, risk tolerance, and time horizon.

3. Retirement planning: Ian Futcher can guide you through the complexities of retirement planning, assessing the best strategies to ensure your financial security during your golden years.

4. Inheritance and estate planning: He understands the importance of preserving your wealth for future generations and provides professional advice on inheritance and estate planning matters.

5. Tax planning: Ian Futcher helps clients minimize their tax liabilities, maximizing their savings and investments by utilizing tax-efficient strategies and products.

Quilter Financial Advisers offers a wheelchair-accessible car park, entrance, and toilet facilities, making it convenient for clients with mobility issues to visit. The company has received an impressive 10 reviews on Google My Business, with an outstanding average rating of 4.9/5.

Client testimonials highlight Ian Futcher's expertise, professionalism, and dedication to providing personalized financial advice and solutions. Many clients have praised his ability to explain complex financial concepts in an easy-to-understand manner.

Reviews of Ian Futcher Financial Adviser at Quilter Financial Advisers

Ian Futcher Financial Adviser at Quilter Financial Advisers - Poole

Paul McQ

5/5

Ian became our Financial Adviser 18 mouths ago.
He was a tremendous help moving from our previous FA after we relocated to the South Coast from Scotland.
We hold meetings face to face or via video throughout the year.

Ian is very approachable and any additional questions we may have are promptly answered via email.

Andrew Mitchell

4/5

Ian provided clear and accurate advice in a friendly and businesslike manner. He helped me select investments that suited my goals and aspirations. Please recommend him here.

Adrian Aw

5/5

Excellent! Ian visited me at home twice and explained all of my pension options. They included some that I didn't know were possible. He sorted everything out for me, including transferring my existing funds. Ian talked me through the various options and we agreed on what was probably best for me.
All was completed within a couple of months.
All in all, a great and friendly service. Highly recommended. Thank you Ian.

Lesley Henderson

5/5

I was put in touch with Ian when I was going through redundancy. Ian helped me navigate that stressful and complicated situation with unfailing positivity. He was unbelievably patient and clearly explained all my options. He helped me to consolidate pension plans which I had been putting off until I received down to earth advice that I could understand. Ian has gone above and beyond to provide an excellent, friendly service. He has helped me enormously and I look forward to continue to work with Ian. I could not recommend him more highly.

Peter Read

5/5

Ian has been very professional in his dealings with me and always very keen to explain matters when I have sought more information. Since investing my pension pot with him, it has grown very well and I am very pleased with the results. We shall be switching our ISAs to Ian next as he really takes the time to put you at your ease and explain things very well.

M Johnson

5/5

This was my first experience with utilising a financial adviser. Ian spent a great deal of time explaining how he planned to advise me and make himself available to answer any qustions I may have.
His approach was and still is very professional.
With the World in it's current state he is able to advise in a way that helps you understand the bigger picture and allows you to make better informed choices.
I would certainly recommend him to anyone.

expertopinion3

5/5

Getting financial advise for my pensions was a worry for me, I thought it would be difficult and complicated. Not so with Ian Futcher , an extremely down to earth and personable chap, who explained my options in an easy and clear way . I would have no hesitation in recommending him to anyone looking for advise in this field. Andrew Deacon

David Camp

5/5

Ian was very helpful when I asked for pension advice - good clear communication with all options laid out. I would recommend him for anyone needing financial advice.