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Ian Moss

Financial Planner, Progeny Wealth

After graduating with a degree in Economics and Human Geography, Ian joined the Nationwide Building Society Graduate Training Programme. He has now worked in finance for over thirty years, 28 of which have been as a Financial Adviser, including ten years at partner/Director level.

A large proportion of Ian’s clients are retired or close to retirement, and he enjoys working with them to achieve the best possible lifestyle in the most tax-efficient way. He has known many of his clients for over 17 years and is proud to be their first port of call for any financial query that they may have.

Ian is married to Sandra, who he met at Nationwide, and they have two children, Rhiannon, who is studying for a PhD in Cancer Research at the University of Birmingham, and David, who is studying Economics at Cardiff University.

Ian enjoys sport and is a long-suffering Spurs fan who now shares the occasional high but more often lows with son David.