Ias Financial Planning
Financial planning and wealth management advice for individuals, families and businesses in Richmond
Highlights
- New on EvolcAdded 2026-11-08
About Ias Financial Planning
IAS Financial Planning provides investment advice, retirement and pension planning, tax and estate planning, insurance, protection and wealth management. Its services include managed investment portfolios, property and alternative investments.
The firm advises private clients, families and businesses, tailoring financial plans to clients’ circumstances and objectives. It is authorised and regulated by the UK Financial Conduct Authority.
IAS Financial Planning Ltd was incorporated in 2013 and is based in Richmond, England. The firm’s history traces to Independent Advisory Services, established in 1996; in March 2026 it joined the AWI umbrella.
Product: Personal and corporate financial advice covering investments, pensions, retirement, tax and estate planning, insurance and wealth management.
Jobs at Ias Financial Planning
Leadership
- Michael Sturgess · Financial AdviserSource: company website
- Neil Weston · Financial AdviserSource: company website
- Sachin Pattni · Financial Adviser and Group CEOSource: company website
- Jessica Thornton · Head of Client Relations and AdministrationSource: company website
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Website technologies
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.