Ian Grant

Company name 

Westminster Wealth Management LLP

Contact number 

020 7096 7020

Profession

Independent Financial Adviser

Power Group

Finance and Legal

Bio

Having joined the finance industry in 2005 Ian has steadily built up his client base of city professionals, families and athletes. His bespoke financial planning approach has led to solid, long-term relationships with his clients. Ian believes in providing a high level of personal service for financial planning strategies such as tax efficient investing, retirement planning and financial security. He makes sure his clients focus on where they want to be in the medium and long term rather than just where they are today.

Our story

Westminster Wealth is a privately owned Independent Financial Planning and Wealth Management organisation founded in 2000. The firm currently stands at 34 fee earners, with a similar number of compliance and support staff. We are one of the largest wholly independent, Chartered firms in the UK. Westminster Wealth is wholly committed to retaining its independent status.

What we bring to the table 

Core Values

Evaluation of our own behaviours constantly

Technical excellence and first class compliance

Honesty, Loyalty and Integrity in all we do

Independence in both our actions and our thoughts

Clients sit at the centre of our entire proposition

Accountability for our actions

Learn from the excellence of all our colleagues

About me

Likes: Honesty, Good Food & Wine, Everton Football Club (when winning…)

Dislikes: Time wasters, Reality TV

What word or phrase best sums you up ?

Forward thinking loyal listener striving to provide constructive input.

One thing you wouldn’t know about me

I am part Philippino, American, English and Scottish

What word or phrase best sums you up

Direct and to the point

What’s your greatest achievement to date

Building my own IFA business

 

Quick fire questions:

How long have you been a BNI member? 

4 years

What does your company do?

Financial Planning and Wealth Management

What is your job title?

Independent Financial Adviser

What does your role entail, in a nutshell?

Helping private clients create and preserve their wealth safely

Why did you decide to take that direction?

Was a role that always has challenges making it stimulating

What is the most exciting / rewarding aspect of your role?

Every client is different and you have to continuously learn to keep up with ongoing legislation changes

Why did you join BNI?

To build a high quality network and increase my business

What has BNI done for you?

Helped me gain more high net worth clients, improve my presentation skills and work with a great team of professionals

Any pearls of wisdom for fellow entrepreneurs / Business Professionals?

Tough times never last, but tough people do