Chartered Insurance Institute
Client Senior Manager
Iain specialises in giving advice using appropriate tax shelters to match the aims of the client. He uses cash flow modelling to identify client’s requirement, regularly consulting with accountants and solicitors to understand and achieve clients’ aims and goals. Prior to joining Brown Shipley in 2015 Iain worked at HSBC as a Private Client Manager and has over 25 years’ industry experience. Iain is a Chartered Financial Planner.