Ian Morrison FPFS FCSI, CFPcm Director and Chartered Financial Planner

Ian is passionate about helping clients to get to understand their life’s goals and objectives through financial planning.

“I became a financial planner and continue to enjoy financial planning because I relish:

  •     Getting to know, understand and help families to achieve their ambitions in life and
  •     Solving financial, tax and mathematical problems and
  •     Guiding clients to their own state of peace of mind, security and ultimately their financial freedom.

Clients discover that sound financial planning can help them achieve what’s truly important to them and provide their own financial freedom to spend time doing the things in life that are important to them, with the people who are important to them.”

Quite often it is difficult for clients to articulate what their financial goals and objectives are.  Ian excels in developing trust and helping clients to visualise their goals and indeed in guiding clients through the myriad options available to them.

Away from the office Ian is a devoted family man.  He is happily married to Helen who works with Paths for All, Supporting Vulnerable people and promoting active living.  Together they have 2 sons who love sport and of course Gaming!  Ian is a keen supporter and volunteer at Linlithgow Rugby Club, a member of MENSA and a Sci-Fi Geek!


Ian is one of the highest qualified Financial Planners/Wealth Managers in the UK.  He is Chartered with two bodies; the Chartered Insurance Institute as well as the Chartered Institute for Securities and Investments.  In addition, Ian has achieved the pinnacle of his profession’s qualifications through obtaining Fellowship status via the Chartered Institute for Securities and Investments and Fellowship through the Personal Finance Society.  Furthermore, Ian has secured advanced specialisms in Trust planning through the Society of Trust and Estate Practitioners as well as the acclaimed Certified Financial Planner via the Institute of Financial Planners.