Partner / Independent Financial Adviser
Iain has worked in financial services since 1994 and joined Roberts Mackie Winstanley in February 2013 as Compliance Manager and Independent Financial Adviser. In February 2014, Iain joined his brother Andy as Partner in the firm.
Iain started in the industry as an administrator before moving into a Risk & Control position with Virgin Money. For seven years Iain worked as a Compliance Consultant, first for a firm of advisers in Norwich before moving to a Compliance Consultancy firm where he advised a number of different firms on how to work within FCA regulations. Iain’s experience and expertise in determining appropriate systems and controls to ensure the firm is working within current FCA guidelines is a welcome addition to the expert team already in place. Iain has been the key driver of Roberts Mackie Winstanley’s lifetime financial planning and cash flow modelling services across the firm.
Away from the office Iain is kept busy by his two children and his partner’s two children as well. He enjoys a round of golf and is a keen runner.