Ian advises high net worth individuals and business owners on all financial planning matters with a focus on tax efficient investments and pensions.
After qualifying as an Accountant and spending 4 years in industry, Ian enjoyed a 14-year career with ANZ Banking Group, including Executive and Country Head roles in the Middle East, Pakistan, Indonesia and Australasia. He established Fish Financial in 2007, a fast-growing IFA practice with offices in Farnham and London, and is also a Partner at Baker Law solicitors with whom Fish work closely.
Not one to sit still, Ian has also undertaken entrepreneurial ventures as diverse as composite chassis for the electric vehicle (EV) market, and a new winter sports product “snow surf board”.
A football-vet and golfer, Ian enjoys a glass of wine with family and friends.
Bringing a wide range of business and life experience to his advice role, Mark provides bespoke investment and retirement planning advice to private and corporate clients.
A qualified adviser since 2007, Mark gained valuable experience at some of the largest wealth management companies in the UK, originally qualifying as a stockbroker with a City investment firm and latterly moving into an advisory role with Barclays Wealth. Mark has been a part of the Fish team since 2013 and was made a director of the firm in 2016.
Providing his clients with innovative wealth management strategies, Marks aim is to inspire them to achieving financial independence.
He is a passionate advocate of true client focused wealth management, at the completely different end of the spectrum from that typically found in larger organisations.
Outside of work Mark is ever trying to improve his golf handicap and helps coach Albury’s under 9’s cricket team.
Steve provides valuable business direction to the Board and has a vast HNW client network. He spent much of his career in the City (and New York), holding Executive Board positions at both Garban (now part of ICAP), the world’s largest inter-dealer broker, and at GFI Group, one of the largest intermediaries. His roles oversaw the global data and analytics parts of the businesses as well 900 brokers.
In 2013, Steve retired after spending 6 years in Doha as CEO of IMEX, an investment vehicle for the QIA (Qatar Investment Authority). He retains a number of advisory and non-executive roles including Glasswall Ltd, a leading cyber security firm, and Pay Dashboard, an interactive payslip platform.
A Fellow of the Chartered Institute of Management Accountants, Steve is a keen sports follower, wine investor, and enjoys spending time with his twin daughters.
David covers a range of areas at Fish including Compliance and technical report writing, particularly covering Defined Benefit Transfers as the firm’s Pension Transfer Specialist.
Over more than 15 years in the Financial Services industry, his experience has translated into a wide range of qualifications, having achieved Fellowship of the Personal Finance Society and the Designation of Chartered Financial Planner.
Away from the office, he enjoys cycling and is a long suffering Season Ticket holder at the mighty Southampton FC.
Pete has worked in the financial solutions industry for over 13 years and during this time he has built up a wealth of knowledge particularly in pensions and estate planning. He is also very involved in researching new products and has built strong working relationships with a range of providers.
Pete is a first class communicator and is very experienced at cashflow modelling which enables him to deliver insightful lifetime plans for clients. He holds the Diploma in Regulated Financial Planning, and continues to study for other industry recognised qualifications.
In his spare time Pete enjoys travelling, deep sea diving, reading and spending time with his family and friends.
Guy joined Fish in 2017 as a Trainee Financial Adviser having graduated from Oxford Brookes University with a degree in Economics & Finance.
Now fully qualified, Guy manages his own clients whilst also offering additional support to other advisers. He is working towards achieving chartered status with the CII, with the aim of specialising in a niche area of financial planning.
Outside of work, Guy has a keen interest in a variety of sports including rugby, football and tennis. He also enjoys socialising over a beer or two with friends and getting down to the West Country at weekends
Karley is the dedicated Protection Consultant at Fish Financial and is responsible for arranging protection on a Business and Personal level.
She has worked in the Financial Services industry for over 15 years, and has worked in different sectors giving a wide knowledge of the industry.
In her spare time Karley enjoys going to the theatre and spending time with family and friends.
Josh has just graduated from Royal Holloway with a Bsc Economics and Maths. In his free time, he like's to keep fit. He has been a part of his local swimming club for the past 12 years and also enjoy's going to the gym and trying out different sports. He also enjoy spending his free time watching the football at the pub with some friends as well.
Having graduated from the London School of Economics with a BSc in Economics, Ali joined Fish in the summer of 2020. He is currently working towards gaining the Diploma in Regulated Financial Planning, while also providing support to the advisers.
Outside of work, Ali enjoys watching and playing sports, especially football. Being able to socialise and spend time with family and friends is also important to Ali.
I joined the Fish Financial team in September to become the latest member of the company’s highly successful graduate scheme. Since then, I have been indoctrinated into a team of passionate individuals who strive towards providing the best financial advice to our clients. It has become very clear early on why Fish Financial has continued to grow consistently over the years. I believe this to be the result of the team’s unity, integrity and leadership, which always focuses on the end result.
When I’m not working, you’ll find me exploring lots of local restaurants and eateries, as a massive foodie I’m always on a search to try something new. If I’m not in a restaurant I’ll be at home trying to re-create the magic recipe, but it never seems to work quite as well! My other passions include Skiing, Diving and Motorsport.
Emily qualified as a Chartered Certified Accountant with Menzies in 2001, and graduated into management there, before acting as a General Practice Manager, covering all aspects tax and accountancy services, for a local firm. In 2015 Emily set up her own accountancy practice and came on board at Fish to add a level of tax expertise to the personal taxation service.
Emily's commitment to clients and her hands-on and pro-active approach are key to her success in her role, providing us with an efficient, friendly and comprehensive tax return service. She also provides us with additional tax and accounting advice as and where needed.
Emily loves to ski and is also a keen mountain biker - out there whatever the weather – well almost!
With over 22 years’ experience working within Financial Services and specifically office support for Independent Financial Advisers, Lucy brings a wealth of experience to the Fish team. Lucy is responsible for the management of the administration team, company financial administration and ensures the smooth running of the office. With an operations management background, Lucy and is always looking for ways in which we may improve the first class service already provided to our clients and embrace new technology and processes to ensure we stay ahead of the industry.
Outside of the office, Lucy enjoys a good work life balance with her husband and two children, spending time with family and friends, going to the cinema and reading.
Kate joined Fish Financial in September 2020 bringing 15 years of experience working within Financial Services of which 7 has been dedicated to assisting and supporting Directors.
Kate’s wealth of experience means she provides invaluable support to Ian as well as the rest of the team and enables Fish Financial to run as smoothly and efficiently as possible. Kate also has responsibility of the office facilities which includes our office environment and IT liaison – a role which perfectly highlights Kates’s ability to adapt quickly and implement change whatever the situation.
When Kate is not in the office, Kate enjoys having a good work life balance, spending time with family and friends and going for a walk or reading a book.
Linda works with Lucy and the Client Services team. She is responsible for gathering information for our Advisers, liaising with clients and providers and focusing on providing timely and accurate support to the client advisory process.
With over 15 years’ experience in the Financial Services industry, she understands the importance of establishing good client relationships and facilitating a first class client experience.
In her spare time Linda enjoys travelling, yoga, spending time with friends and family, and for the past couple of years has been endeavouring to improve her French at evening classes.
Margaret brings a wealth of customer services experience from a variety of environments including two years in Financial Services from a providers viewpoint. With an eye for numbers, attention to detail, processing and getting things done in a timely manner, she makes sure it is all about the customer having a great experience.
In her spare time she is a keen campanologist and enjoys singing with her local church choir and baking.
I am a member of the Client Services team bringing 2 years’ experience within financial services and over 10 years’ experience in customer service, so I understand the importance of facilitating a first-class client experience. My goal is to complete my CII studies to broaden my knowledge and bring that understanding of Financial Services into my role.
When I am not working, I have a passion for undertaking projects on my property which has more than kept me busy during the lockdown periods. I was lucky enough to travel to South East Asia several years ago and have lots of memories which I like to incorporate into my projects around my home. In my spare time I also enjoy, yoga and spending time with friends and family over a gin & tonic or 2!
Having spent the past 30 years in various roles within the Financial Services sector including Trust and Company Administration, Bookkeeping and Auditing, Lesley is well-placed to be able to service client needs efficiently.
During the past ten years with Fish Financial, she has provided operational, IT and administrative support to a growing business, allowing back-office functions to be developed and maintained, thus enabling the Advisers to have the time to fully engage with their clients.
Lesley works remotely from the main office, which requires a personal discipline. She is based in the Isle of Man and is never averse to enjoying some sunshine when “down South” with the team.
Jodie is Fish’s first dedicated Receptionist / Administrator and will be the primary person you meet when you visit our Farnham office. Jodie has worked in customer service for 7 years and brings those skills to this role perfectly. Jodie enjoys being front of house for Fish as this is a very varied role, pay’s great attention to detail and always ensures tasks given are completed in a timely manner.
In her spare time, Jodie enjoys travelling, going to concerts and spending time with her friends and family.
Our HR support is outsourced to the expert team at Agile HR Consulting who provide Fish Fin best practice HR solutions.
