Meet the Team
Ian is the owner and principal of Polestar, a trading style of Positive Solutions. Ian has been an adviser since 1997 and is qualified to an advanced level in taxation and trusts (G10), Pensions (AF3) and Investments (AF4). He works principally with private clients addressing their concerns around inheritance tax, investment (for growth or income) and […]
Formerly a Personal Assistant working for the Economist at Nationwide Building Society for 13 years, then financial administration at Abbey Life, and Zurich for 2 years. Nicky holds the CII Financial Planning certificates level 1 and 2. Nicky was also the winner of the Swindon Business Womans Group Award in 2003.
Siân has worked solely with Independent Financial Advisers in a support and research capacity since 1996. These have included small local firms through to large national firms based in London covering every aspect of personal financial planning. In 2007 Siân made the decision to become self employed in order to balance work and family life […]
Amy has worked in the financial services industry since 2004 and has worked for a variety of different sized companies during her career. She has provided various support to Independent Financial Advisers throughout her career through research, paraplanning, compliance and administrative support. She is currently studying towards her level 4 Diploma in Financial Planning.
Tracey is an experienced business administrator having been a PA at Director level for companies including ntl (now Virgin Media) and Whitbread plc. She has also worked as a Financial Director’s assistant for a small publishing company and a MD’s assistant for a company providing mobile solutions for PCs.
Go the extra mile to help
Nicky and the team are on the ball and will go the extra mile to help. It is a pleasure to do business with people who understand your needs and respond quickly and in a pleasant manner.