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, a strong interest in economics, and is a trained educator. Her role with Independence Wealth Management is to work with clients explaining, coaching and helping to put agreed tactics into action. She is the lead presenter in our residential course.
Rob Noble-Warren MCSI CTA
Rob is a Chartered Wealth Manager, Chartered Tax Adviser and is currently studying to become a Chartered Banker. Rob is a specialist in cross-border planning and was voted by peers to join a group of cross-border specialists (see crossborderplanning.com). Rob has written columns in many UK magazines, and is currently featured in YourMoney.com, writing especially for high net worth 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 win the national Financial Planner Of The Year competition and is one of the leading financial planners in Britain.