Iain joined Westcotts in 2013 as Director of Financial Planning. He is also a Partner at Westcotts. He has worked in financial services since 1997 and his experience includes working as a Financial Planner in a range of professional firms including Chartered Accountants, Solicitors and Stockbrokers.

Iain provides wealth management and tax planning advice for clients who are planning for retirement or are in retirement. He acts for attorneys and deputies, providing advice on care fees for clients in later life. He also has a particular interest in providing investment and planning advice for trustees.