Ian Boag established his own business back in 1988 after many years gaining knowledge and experience within various financial services businesses. His aim was to bring a personal, long term emphasis and commitment to his clients’ financial affairs. We believe that this is what has been achieved and it remains the ethos of the business.
As a Partner Practice of St. James’s Place Wealth Management, we now believe that we can offer the ideal solution for our clients, combining our small business personal service with big business resources and support. This helps us provide the best possible financial outcome for our clients and means that our business will continue to be a success long into the future.