Partner / Independent Financial Adviser / Compliance Manager
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 ensures the firm continues to work within ever-changing FCA guidelines. Iain has implemented lifetime financial planning and cash flow modelling across the firm, which has now become an integral part of our service options.
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.
Mobile: 07799 433433