Ian Dyall
Financial planning
Areas of expertise
Estate Planning and Trusts
Personal Taxation
Experience
Over 30 years in financial services in a variety of roles, with more than 20 years specialising in estate planning and trusts.
Professional qualifications and memberships
Fellow of Personal Finance Society (FPFS)
STEP Trust and Estate Practitioner (TEP)
Member of STEP and PFS
Notable client work and achievements
Awarded an "Outstanding Contribution to Estate Planning" award at the City of London Wealth Management Awards (COLWMA).