A common theme in successful businesses is that they understand their core values and stay true to them. At the heart of everything that we do is one simple defining message – to make a difference.
We aim to create lasting partnerships with our clients. We value and prioritise their financial security and their desire for peace of mind in their financial affairs.
We strive to make a positive difference to our clients, at every opportunity. This is where we derive our greatest satisfaction and how we strongly believe all areas of wealth management should be approached. This resides at the heart of our forensic attention to detail, commitment to the law of incremental gains and is the driving force behind our development of FundSight.
Alistair has been active in the financial services industry since 1987 and specialises in Private Client work; managing the financial affairs and investment portfolios of a number of High Net Worth individuals and trustees. He has been involved in the design and development of institutional level tax and financial products, working in association with blue chip companies, including: Canada Life International, Goldman Sachs, and Barclays Global Investors.
Alistair often works in association with Private Client lawyers where his approach to problem solving and commitment to developing effective and individual client solutions is best put to use.
In addition to the firm’s usual range of services, Alistair also has experience working with non-domiciled individuals and trusts, complex insurance solutions, onshore and offshore collective investment vehicles, offshore companies and other special purpose entities.
Academic Affiliations and Professional Qualifications
Alistair has presented at a number of professional seminars regarding tax and investment planning and has been a Guest Lecturer at Bournemouth University, presenting to the School of Accounting and Finance.
In addition to the Diploma in Regulated Financial Planning, Alistair holds the CII Level 4 Certificate in Discretionary Management and is a member of the Investment Strategy Committee.
“I firmly believe in the law of incremental gains. Through attention to detail and a commitment to making a difference at all stages in the planning, implementation and ongoing management of our client’s affairs; we can add discernible value.”
– Alistair Ellen
Ian joined the investment industry as one of the first to achieve a BA degree in Financial Services. After a grounding in the compliance area of a national company Ian moved into the IFA arena in 1999 joining a local firm where he and Alistair met. They have worked together ever since.
Although he has wide experience in all areas of advice, Ian has recognised a specific need for advice for older clients and is developing this specialism in addition to his other more general work.
With a strong statistical and analytical background, Ian revels in the statistical side of the FP Wealth Management investment process and is the primary driver behind fund∫ight FP Wealth Management’s proprietary quantitative fund selection engine.
Ian is a valued voice on the Investment Strategy Committee and has primary responsibility for our construction of portfolio models, especially those used by Associated Adviser Firms. In addition to the Diploma in Financial Planning, Ian holds the CII Level 4 Certificate in Discretionary Management.
“I have a clear focus on constructing investment portfolios that illustrate the characteristics that our clients desire. They value peace of mind, security and consistency, which is what we always strive to deliver at FP Wealth Management.”
– Ian Bentley
We enjoy life on the south coast and our offices are based in the town of Wimborne, in Dorset. Clients are always welcome at our offices and similarly we frequently travel to meet with clients in London and elsewhere. Years in the industry has taught us that distance is no barrier to good advice and clients have sought us out from all over the UK as proof of this.
We commissioned the photography for this website by a local photographer with a passion for the area and feel the result beautifully represents the area where we are lucky enough to be based.
characterised by the belief that the parts of something are intimately interconnected and explicable only by reference to the whole.
partnership (pärt n r-sh p)
relationship between individuals, that is characterized by mutual cooperation and responsibility for the achievement of a specified goal
1. the state of being secure
2. assured freedom from poverty or want
peace of mind
the absence of mental stress or anxiety