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Ian Whitman

Ian Whitman

Specialist Protection Adviser

Ian has over 11 years’ specialist experience advising clients in business and personal protection; namely Life Insurance, Critical Illness and Income Protection Insurance.

Ian sees his role as providing a safety net and reassurance for his clients; ensuring that should the worst happen, whether through illness or death, they and their families are protected. He focuses on correctly setting up high quality policies in the most tax efficient manner and at the best premiums.

Family is hugely important to Ian – He is married with 6 children ranging from 15 to 30!

Ian has recently joined Bright Advice to run their Buckingham office.

“What I like about Bright is that everyone has the same values. We all specialise in specific areas and I work with a close team who are able to provide advice on Pensions, Investments, Mortgages, Health Insurance, Wills and Trusts.

Everyone really cares about doing their best for their client (which sounds cliché) – but we really do!”.

Contact Ian on 01280 734111

to discuss how he can help you

Bright Advice
Yew Tree House
Church Street
St Neots
PE19 2BU

01480 22 22 80
or
0800 68 88 222

info@brightadvice.co.uk

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Bright Advice is a trading name of Lifetime Wealth Management Limited. Lifetime Wealth Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are authorised and regulated by the Financial Conduct Authority.

The Financial Conduct Authority do not regulate Buy to Let Mortgages, Wills or Trusts.

Lifetime Wealth Management Ltd registered address 12-14 Upper Marlborough Road, St. Albans, Hertfordshire, AL1 3UR.

Registered in England and Wales, Company Number: 4631136.