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.

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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.

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

Meet the Experts Event
01 October 2014, Nottingham

A free event providing you with an excellent opportunity to have your financial, investment legal and accountancy queries answered.

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From the blog

In her new blog post Gina now takes a look at some of the other things we do for our clients: “We have discussed some of the things...

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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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