Ian Daltrey

Ian Daltrey

Technical Services Manager

With 10 years of industry experience, Ian serves as the Technical Services Manager, bringing expertise and a solutions-driven approach to the firm’s operations. In this role, Ian plays a key part in ensuring the seamless delivery of high-quality financial advice to clients by overseeing the technical processes, streamlining workflows, and implementing effective strategies to support the team.

Passionate about the intersection of technology and finance, Ian continually seeks out opportunities to innovate and improve systems that enhance service delivery.

An avid football fan, outside of work, you will usually find Ian either watching Liverpool or one of his 6 children playing grassroots football!

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Ian Daltrey