Ian Lees & Co. Asset Management, Lifesmart Financial Planners ®, are an independently owned Financial Planning Company specialising in pensions, investments and lifetime cash flow planning. We offer an efficient, first class, professional service while retaining the personal touch. Our research and administration is backed up by using the latest technology to enable us to develop with you a financial plan which is tailored to your specific requirements, monitored, and reviewed at least once a year.

Our objective is to help clients be financially well organised, to achieve and maintain their desired lifestyle with financial independence and to minimize tax liabilities.

Our commitment to you:

• Is to provide independent and impartial advice for which we are remunerated
• We aim to develop a long term business relationship, to help you achieve your lifetime goals
• Our service is strictly private and confidential

During our initial meeting, we will explain to you what the service entails, how we work and how you can benefit from our service. There is no obligation at this point and you will be quoted a fee for the work involved.

Experience has shown that our services are most beneficial to those individuals or companies who are willing to invest their time and their money to engage and play their part in the process.

Your commitment to us:

• You will be open, frank and honest with us at all times
• You will tell us as early as possible of any concerns you have about our work together
• You will make time available to play your part in the creation and implementation of your financial or investment plan
• You will tell us as early as possible of any concerns you have about our work together
• You will provide feedback about our service as this is critical to our ability to innovate and improve

After the initial meeting we will establish whether you want to work with us and whether we feel our services meet your needs and are of value to you.

Ian Lees & Co. Asset Management

The principal Ian Lees has been involved in financial services since 1979 with various roles in direct sales, IFA broker sales before becoming an IFA with the British Medical Association ( BMA Services Ltd ) in 1993.

Having joined the Institute of Financial Planning in 1995, and as a member of the local branch was a finalist in their National Team Challenge, in 1997. I was so inspired with the professionalism and the manner in which these professionals operate and being made more aware of the benefits of truly independent advice I decided to open my own practice in August 1997, operating on fee based principles.

Our aim is to work closely with you over the years to help you achieve your financial objectives. These should be identified and prioritised before decisions are taken.

We are not beholden to any life assurance companies, fund managers or other product providers whose services we may recommend. These are selected on the basis of best value to our clients, after independent research, which is included in our reports.

Ian Lees (Principal)

After achieving the Scottish HND in Business Studies Ian joined the financial services industry in 1979. Having passed the required exams in individual and corporate qualifications Ian passed the new requirements and regulatory exams in 1990.

In 1993, Ian became a fully authorised Independent Financial Adviser.

Ian has a wide range of experience and is fully aware of the benefits of truly independent financial advice. In certain areas of business Ian recognises that more specialist advice may be required eg specific Taxation Specialists, Trust Lawyers, or where a specialist qualification is required to give advice in these areas e.g.Mortgages

Professional Indemnity Insurance

We have full cover for all our advice and this policy will be maintained and ongoing.