About Us

Ian is a fully qualified financial adviser and holds a Diploma in Financial Planning with 29 years of experience in Financial Services; of which more than 22 years have been as an Independent Financial Adviser. Ian graduated from Loughborough University in 1987 but started his career in finance with Black Horse Financial Services (Lloyds Bank) in 1991. This was followed by Bradford and Bingley Building Society as an IFA; and most recently as an IFA with Tom French and Associates. With TFA Ian was a member of the investment committee for more than 10 years. Ian has forged successful relationships with local accountants, solicitors and discretionary fund managers.  Ian works with his clients to provide a highly personalised service, covering all aspects of financial planning and wealth management. He has strong technical and analytical skills and is passionate about proactively helping his clients to achieve both their personal and financial goals. He has a wealth of experience across pensions, savings, investment management, personal protection, business protection and inheritance tax planning (including the use of trusts). Outside of business, Ian enjoys spending time with his wife and children. He is a passionate home cook, loves walking his dogs and is an avid reader.

Peter is a fully qualified financial adviser and holds a Diploma in Financial Planning with over 16 years of experience in the Financial Services Industry, of which more than 5 years have been as an Independent Financial Adviser. He started his career at Lloyds TSB Private Banking and moved to Tom French and Associates in 2015 to provide full independent financial advice to his clients. Peter works closely with his clients to provide a highly personalised service, covering all aspects of financial planning and wealth management. He has strong technical and analytical skills and is passionate about proactively helping his clients progress to achieve both their personal and financial goals. He has a wealth of experience across pensions, savings, investment management, personal protection, business protection and inheritance tax planning (including the use of trusts). Outside of work, Peter is married, has 3 amazing boys and a black Lab called Banjo. He enjoys rugby, traveling, reading, and cooking.

Rachel has over 30 years of experience of working within the Finance Services Industry. Rachel provides administrative support to Peter on a daily basis. Because of her experience and knowledge Rachel also provides support to the wider business/team. When not at work, Rachel enjoys gardening, cooking (she cooks a mean cake) and reading.

Naomi completed her undergraduate degree at Reading University and her post graduate qualification at Exeter University. She entered financial services in 2013 as an administrator in order to support Ian, her husband, in his work. Naomi works in partnership with Ian preparing client review documents, processing new investment applications and top ups of existing investments, lump sum withdrawals and additional pension contributions. She liaises with the product providers and clients ensuring that all the processes run as smoothly as possible. Naomi is a wife, mother of two girls, a keen horse woman, flautist and baker. She enjoys supporting Exeter Chiefs with the rest of her family and dislikes mucking out in the pouring rain.