Independence Wealth Management employs professionals who provide clients with a useful breadth of knowledge and experience. We provide a team of three advisers for each client, providing complimentary skills and working together.
Rob Noble-Warren CTA MCSI CFP™ (USA and UK)
Rob has quadruple professional qualifications in taxation, financial planning (two countries), and asset management, and is a specialist in cross-border planning, being recently voted onto an elite group of cross-border specialists (see crossborderplaning.com)
"I am delighted to be supporting the industry regulator, the Financial Services Authority, by delivering their 'Making The Most Of Your Money' seminars. These form part of the FSA's work on financial capability, aiming to help educate the general public on money matters."
Irina Iordanova MA
Client Relationship Manager. "I have a Masters in American and English literature, from Turnova. I speak Bulgarian and Russian, and my role as client relationship manager is explain, educate, and to help you put agreed tactics into action. I have a Certificate for Financial Advisers (CeFA), and I am taking over the lead in our residential Stage I course for investors who want to get professional results - 'Optimising Portfolio & Pensions'."
John Inman FCA CTA CFPCM
Accounts. John was a partner in the financial planning and tax department of McIntyre Hudson, Chartered Accountants. John specialises in small business accounts and deals with all tax returns from clients that require some special knowledge. These include company returns, trust returns, tax enquiries, Lloyds Names, and PAYE enquiries.
Frank Klonowski CFPCM
Locum. Frank is the second of our team who has won the national Financial Planner of the Year competition and continues to be recognised as one of the leading financial planners in Britain.