Ian Marsh

Expertise

Ian has been involved in the financial services industry since leaving school in 1989. His main area of expertise has been pensions but since 2007 he has moved into the employee benefits field, looking after corporate clients with the emphasis on pension governance, pension guidance to employees, and group protection.

Professional Qualifications

Financial Planning Certificate (FPC1, 2 & 3)
R01 – Financial Services, regulation & ethics
R02 – Investment principles & risk
R04 – Pensions and retirement planning
R06 – Financial planning practice
CF9 – Pensions simplification
IF7 – Insurance Products
PMI Certificate in Auto Enrolment
PMI Certificate in DC scheme governance

Personal

Ian is married with one daughter and has lived in the North East since 2004 having relocated from Essex. 

His interests include football, running, cycling and sport in general. He is also keen on metal detecting and enjoys trips away with the family in the UK as well as abroad, especially Spain.

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