Independence Wealth Management delivers top benchmarked asset management performance, with annual tax services, and an initial planning course for high net worth investors to gain immediate improvements in investment performance.
We employ professionals who help to design our course, and provide our clients with current advice for planning and taxation solutions. We provide a team of three advisers for each client, who have complementary skills. We believe that taking commission or fees for transactions compromises our advice and we have never done so.
Rob Noble-Warren MCSI CTA BSc
Rob is a Chartered Wealth Manager, Chartered Tax Adviser and a Certified Financial Planner™ licensee in the USA, currently studying the Chartered Banker MBA at Bangor. Rob was voted by peers to join a group of cross-border specialists (see www.crossborderplaning.com).
Irina Iordanova CertFA DipFA MA
Irina has a Masters in American and English literature. Her role with Independence Wealth Management is to work with clients explaining, educating and helping to put agreed tactics into action. She is the lead presenter in our residential course for investors.
John Inman CTA CFPCM
John was a partner in the financial planning and tax department of McIntyre Hudson, Chartered Accountants. He specialises in small business accounts and deals with all tax returns for clients where specialist knowledge is required. This includes company returns, trust returns, tax enquiries, Lloyds Names, and PAYE enquiries.
Frank Klonowski CFPCM
Frank is our planning locum. He is the second of our team to win the national Financial Planner Of The Year competition and continues to be recognised as one of the leading financial planners in Britain.