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Independence Wealth Management employs professionals who provide clients with a useful breadth of knowledge and experience. We provide a team of three advisers for each client, providing complimentary skills and working together.
Rob Noble-Warren CTA CFPCM (USA and UK) MSCI
Asset Manager. You may know me from my previous series on portfolio planning for Interactive Investor; my planning column in Bloomberg Money and Money Observer. I have professional qualifications in taxation, financial planning (two countries), business studies, asset management and banking.
"I am delighted to be supporting the industry regulator, the Financial Services Authority, by delivering their 'Making The Most Of Your Money' seminars. These form part of the FSA's work on financial capability, aiming to help educate the general public on money matters."
Irina Iordanova MA
Client Relationship Manager. I have a Masters in American and English literature, from Sofia. I speak Bulgarian and Russian, and my role as client relationship manager is explain, educate, and to help you put agreed tactics into action. I have a Certificate for Financial Advisers (CeFA), and I am taking over the lead in our residential Stage I course for investors who want to get professional results - 'Optimising Portfolio & Pensions'.
Alistair Bennett MBA CFPCM ATT
Financial Coach. I am a tax and estate specialist and I currently live in Cheshire, and planning to move to France. I prefer to coach people on finding their own solutions than to consult with them and deliver my own.
Specialists
John Inman FCA CTA CFPCM
Accounts. John was a partner in the financial planning and tax department of McIntyre Hudson, Chartered Accountants. John specialises in small business accounts and deals with all tax returns from clients that require some special knowledge. These include company returns, trust returns, tax enquiries, Lloyds Names, and PAYE enquiries.
Frank Klonowski CFPCM
Locum. Frank has won the national Financial Planner of the Year competition and continues to be recognised as one of the leading financial planners in Britain. Frank's expertise is in all-round financial planning.
John Kenny-Levick CFPCM
Financial Coach. Resident in the UK and Sweden, John specialises in assisting clients untangle family concerns about money with a view to creating an effective legacy and Family Office.