Ivan Lintner

Financial Planner

As a financial planner, Ivan takes a holistic view of your wealth and, with a personalised approach, helps you to make smarter decisions with your finances. After listening to you and understanding what your needs and goals are, he will put together a plan to tailor the management of your wealth to your own individual tax situation and your unique circumstances.

Ivan understands that life changes as time goes on, and he is adept at being able to help you structure your assets in anticipation of specific life events, such as retirement, selling a business, protecting your family, passing on wealth to the next generation or minimising inheritance tax, for example.

Ivan has been a financial planner for 7 years, having previously worked as an insurance broker in the Lloyds of London market. He has achieved ‘Top Rated Adviser’ status on the client review website VouchedFor and has made it into the ‘Top Rated Adviser Guide’ featured in The Times newspaper for the last 4 years.

Ivan takes the time to truly understand you and your goals in order to craft a bespoke financial plan.