Description
Financial Success Group is a company run by Ian Milligan, an Authorised Financial Adviser and CFP CM. Ian has been in business for over 20 years, and now offers bespoke financial advisory services (including wealth creation, wealth management and risk advice) to business owners, professionals and executives, on a collaborative basis, whereby the clients may not have time nor the resources or knowledge to manage their own financial affairs.
He also uses his influence and network to assist clients (if required) in developing and growing their own business, to enhance their financial position.
Because of the bespoke nature of the business, Ian only obtains new clients through personal recommendation and meets with them before any client engagement is established.