Independence Wealth Management employs professionals who provide clients with a breadth of knowledge and experience. We provide a team of three advisers for each client, who have complementary skills which work well together.
Rob Noble-Warren MCSI CTA
Rob is a Chartered Wealth Manager, Chartered Tax Adviser and Certified Financial Planner™ licensee in both the USA and the UK, currently studying the Chartered Banker MBA at Bangor. Rob was voted by peers to join a group of cross-border specialists (see 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 FCA 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.