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 BSc(Hons) MCSI CTA CFP®
Rob is a Chartered Wealth Manager, Chartered Tax Adviser and Certified Financial Planner™ licensee in both the USA and the UK (one of only a few individuals to have this dual qualification) – for more on the licensee’s role click here [link to YouTube videos]
He is a specialist in cross-border planning and was voted by peers to join a group of cross-border specialists (see crossborderplaning.com). Robert is often sought out for his expertise.
Irina Iordanova CertFA DipFA MA
Irina has a Masters in American and English literature. Her role with Independence Wealth 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 the second of our team to winthe national Financial Planner Of The Year competition and continues to be recognised as one of the leading financial planners in Britain.