Ian Posgate
High Net Worth Guide 2025
About
Provided by Ian Posgate
Career
Ian Posgate joined JM Finn in October 2025 and will help establish the firm’s new Cheltenham Office. Following 16 years with the British Army, spent primarily overseas, Ian decided to pursue a career in the financial services industry. Ian’s first role with EFG Harris Allday was as the Corporate Development Manager. During this period Ian attained his wealth management qualifications and was transferred to an investment management team based in Worcestershire, firstly as an Investment Assistant and then as an Investment Manager.
Practice Areas
Ian has experience managing private client portfolios but have a specialism and interest in helping trustees manage Trust accounts. He enjoys the complexities and nuances associated with balancing the interests of the various beneficiaries, the collaboration with trustees, the tax and legal implications that necessitates close cooperation with other professionals and the careful documenting and reporting of decisions.