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.
"Ivan is an excellent financial planner and, importantly, his advice is always in our best interests. "
Stephen, Bodmin
"Ivan is highly knowledgeable on professional services and investments. He is keen to help and explains things clearly. He is always a pleasure to deal with and very friendly. "
Sat, Hounslow
"Ivan helped me set up a pension when I became self-employed several years ago. The process was painless, and I've been very happy with the results ever since. "
Graham, Bath
"It has been wonderful to have Ivan as my pension adviser. "
Oliver, Winchester
"I couldn’t be more complimentary of Ivan's service. He always responds the same day to any enquiry and is very proactive with helpful advice. I really value his excellent service and the helpful data Saltus provide in keeping me up to date with my financial affairs."
Simon, Sevenoaks
At home...
Ivan has a BA (Hons) degree in French and has previously lived and worked in Paris and Biarritz for a number of years. He currently lives with his family in Somerset and in his spare time coaches his son’s football team, plays golf, watches Bath Rugby and surfs.
Find out more about Ivan Lintner...
Education
Qualifications
- LIBF Diploma for Financial Advisers (DIpFA)
- Cert CII
- Lloyd's and London Market Introductory Test
Achievements & Awards
- ‘Top Rated Adviser’ 2020-2023 in VouchedFor’s Guide to the UK’s Top Rated Financial Advisers