Providing a Friendly and Professional Service

Ian is the Managing Director and founder of I.T. Associates Financial Planning Ltd. He started the business in December 1997 following a successful career at AXA Sun Life where he was the Branch Manager of both the Plymouth and Truro offices. Ian’s career in financial services started in 1989 where he was a financial adviser with Confederation Life in Christchurch. He was promoted to Branch Manager of the Plymouth office of Confederation Life in 1992, before moving to AXA Sun Life. Ian is based in Plymouth and specialises in Pensions and investments but is also authorised in IHT planning and protection.

Derek joined I.T. Associates in July 2007 from another local IFA firm. Prior to that Derek had held a senior management position at Cooperative Insurance Services (CIS) where he had worked for over 20 years.

Derek is based in Truro and covers the whole of Cornwall. His specialist areas are pensions and investments although Derek is authorised to give advice in most areas of financial planning.

Karen is our mortgage and protection adviser. She joined the business in December 2014 following a relocation from the Midlands to Cornwall. Karen has over 20 years’ experience giving mortgage and protection advice and is extremely knowledgeable in her field.

Karen is based in Launceston but can travel to most parts of Cornwall and Devon in order to assist her clients get the best mortgage deals possible.