Meet the Team
Ian is the owner and principal of Polestar Wealth Ltd. Ian has been an adviser since 1997 and is qualified to an advanced level in taxation and trusts (G10), Pensions (AF3) and Investments (AF4). He works principally with private clients addressing their concerns around inheritance tax, investment (for growth or income) and retirement planning. Ian also […]
Formerly a Personal Assistant working for the Economist at Nationwide Building Society for 13 years, then financial administration at Abbey Life, and Zurich for 2 years. Nicky holds the CII Financial Planning certificates level 1 and 2. Nicky was also the winner of the Swindon Business Womans Group Award in 2003.
Natasha joined Polestar in 2019, having previously worked in third party pension administration for 18 years, 14 of which were spent at KPMG working on occupational DB pension schemes. Natasha holds qualifications of Certificate in Pension Calculations (CPC) and Retirement Provision Certificate (RPC). Natasha lives locally to the office with 2 young children and enjoys baking and […]
Tracey is an experienced business administrator having been a PA at Director level for companies including ntl (now Virgin Media) and Whitbread plc. She has also worked as a Financial Director’s assistant for a small publishing company and a MD’s assistant for a company providing mobile solutions for PCs.
Very helpful and undertook instructions speedily
We have dealt with the firm over a number of years and are confident that they understand our position completely. We like the personal and friendly way queries or requests are dealt with and have made several referrals.