Redbourn

Ian Meakin DipPFS

Financial Planner

Highly experienced Financial Planner. Ten years with Barclays and  twenty years running Adviceworks Ltd.  Adviceworks successfully sold to Ergowealth in August 2019

Main areas of advice:

Pre and post retirement planning
Investment management
Tax and Inheritance Tax planning
Holistic Financial Planning

The important stuff

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Ian’s entry here.

All advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Ian’s.

Vicki Wyse

Office manager

Work

Vicki has worked in the financial services industry for 25 years.

She has had a variety of roles working for insurance companies, mortgage companies and IFAs and gained a broad knowledge of financial services.

In her role working as Office Manager in the Redbourn office, she oversees the day to day running of the office and works closely with Ian Meakin.  She is responsible for all aspects new business processing and dealing with client enquiries.

Play

Outside of work Vicki enjoys walking her dog, gardening, BBQs, G&T!

Lorraine Holland

Client Servicing Manager

At work

Lorraine has gained over 5 years’ experience in financial services working as Client Servicing Manager in the Redbourn office.

She is the primary point of contact for all Ian Meakin’s clients who she works closely with to provide a high level of ongoing service.

At play

Lorraine’s passion is her horses.  She is a keen rider and regularly competes locally and nationally.