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.
Irina Iordanova CertFA DipFA
In addition to holding qualifications to permit the delivery of financial advice, Irina has a Masters in American and English literature, and is currently taking an economics post-grad at the London School of Economics. Her role is to explain, coach and help clients to put agreed tactics into action.
Robert Noble-Warren FCSI CTA
Robert is our asset manager, and holds Chartered FCSI, Chartered Tax Adviser and Chartered Banker designations. He was voted by peers in 2011 to join a group of cross-border specialists (see crossborderplanning.com).
John Inman FCA CTA
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 win the national Financial Planner Of The Year competition and is one of the leading financial planners in Britain.