Financial
expertise,
family
expertise.

As a small and dedicated team, we strive to be everything that a large, faceless company isn’t. We have the commitment and resources to care about every individual client and build positive, long-term relationships. Between us we share a wealth of expertise and knowledge, and our passion for what we do means we are always building on this, adapting to the changing world and the unique needs of our clients.

Rollover the pictures to find out more…

Ian King

CFPCM Professional & Chartered Financial Planner

ian@thefamilylegacysolution.co.uk

Seizing his passion for helping clients and their families achieve a brighter and more rewarding future, Ian is the founder and inspiration behind The Family Legacy Solution™. With over ten years of experience in advising clients, Ian is able to call upon a wealth of knowledge in developing and delivering client solutions. Always seeking to improve both the service to his clients and his own professional development, Ian is proud to be a Fellow of the Personal Finance Society and a Chartered Financial Planner. He has also recently achieved the status of Certified Financial PlannerCM.

Away from the office Ian’s interests include travelling to new and wonderful places, trips to the movies and spending time with friends and family.

Jo Harriman

Administrator

jo@thefamilylegacysolution.co.uk

Jo has worked in the financial services as an administrator for the past 11 years and has worked with Ian for the past three. She takes great pride in ensuring customer service and letting clients know that she’s always there to help.

At home she tries to have bit of the good life with her allotment and thinks she’s a Barbara but in reality is more of a Margo.

Eleanor Shean

Paraplanner

eleanor@thefamilylegacysolution.co.uk

Eleanor has a Bachelor’s degree in Law and has been working as a Paraplanner for Ian for just over a year. Eleanor knows the importance of keeping the clients’ interests at heart and the main aim of her role is to produce detailed, accurate and understandable reports for clients.

At home Eleanor is a keen martial artist and enjoys nothing better than relaxing to a good action movie.

Gina Currie

Administrator

gina@thefamilylegacysolution.co.uk

Gina is the newest member of the team and started working with Ian in August 2013. Gina also has a Bachelor’s Degree in Law and possesses a proven record in customer service and putting the clients’ needs first.

At home, Gina is a keen horse rider, loves travelling, especially to America, and relaxing with friends and family.

Our mission

We’re proud to be different. Discover what sets us apart and the values that are important to us.

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Events

Legacy Workshop
26th March 2014, Nottingham

A free workshop exploring the
options available for your legacy.

Register now »

From the blog

Following Gina’s post concerning what to expect at meetings with us, she now moves on to ask the question why you may need to work...

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Your vision

Planning a legacy but don’t know where to start? Use our free Your Vision tool for clarity, insight and a personalised summary.

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