About Seer Green Limited
With our Head Office located in South Wales and clients located throughout the UK, Seer Green is a team of qualified experts who provide robust, impartial advice on all matters relating to Mortgages, protection, insurance, investments, pensions and tax planning – both personal and corporate.
The team at Seer Green doesn’t believe in complicating things – the benefits for our clients are predicated on providing the very best whole-of-market financial advice – clearly-presented, well-researched and smartly-managed.
You’ll find we are different to deal with than other firms – we are energetic, incisive, bright and dependable – get in touch, we’d be delighted to help you where we can.
Experience & Qualifications
Ian has worked in the financial services industry for nearly 20 years. Ian started his career as a Paraplanner, and moved to work in the City of London in the year 2000, qualifying as an IFA just a year later.
Having worked primarily in the employee benefits sector Ian became a qualified mortgage adviser in 2001, and has been specialising in mortgage and protection advice ever since.
Ian has a modern, streamlined approach to mortgage and protection planning, which results in his clients obtaining well-researched, specialist, tailored advice, in an expedient and hassle-free manner.
With extensive industry and lender knowledge, and access to exclusive rates / products available via mortgage clubs not available to individual clients, rarely can Ian not find a suitable and affordable solution to a client’s mortgage requirements. In addition, via exclusive agreements with third parties, such as solicitors and general insurance providers, Ian can ensure that your house purchase or remortgage is processed in the most efficient and cost-effective way.
Ian is also qualified to give “Equity Release” advice, including both Lifetime mortgages and Home Reversion schemes.
As a fully-independent protection adviser, Ian can also ensure sure that you and your family are protected against eventualities such as death, or a serious illness, again providing tailored solutions to meet your individual requirements and budget.
As well as providing mortgage and protection advice to individual clients, Ian is also able to provide protection advice on a corporate level, providing tailored insurance solutions to companies both in terms of Company Directors that that may require keyperson insurance and/or shareholder protection advice as well as in relation to providing benefits for their employees, with policies such as Relevant Life Insurance, Group Income Protection, Group Private Medical Insurance etc.
Ian is a genuinely nice, decent, well-informed guy who always has time to chat and answer questions, even about things that don't directly relate to finding mortgages. He has arranged 3 mortgages for me over the last 7 years and I wouldn't dream of going to anyone else.
- Bella Falk - Producer/Director at Screenchannel TV
Ian's managed our mortgages, re-mortgages and life products since 2003 and we've always had the highest level of service and advice.
On a service level Ian communicates all aspects of the process in a timely manner so you always know exactly what has been done and what needs to be done, giving you a high degree of confidence that your finances are in safe hands.
On the technical side Ian has a great breadth and depth of knowledge when it comes to recommending suitable products. We will always be indebted to Ian after he recommended a floating mortgage product when rates were around 5%, prior to the global recession. His rationale at the time (although the magnitude couldn't be predicted) played out and the decision has saved us an enormous amount in the proceeding years.
We expect to use Ian's expertise for years to come.
- Ross Preston - Private Equity Specialist at Capital International