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Staff Ian Roberts


An accountant by training Ian worked at Aviva in a number of senior management positions for eighteen years before deciding that the world of financial advice was a new challenge. Joining Standard Life he worked in their direct to client team for five years before the opportunity to head up an appointed representative firm of Equity & Law was offered. After a number of years it became clear that clients wanted a more independent advice relationship and having worked with Bernie Whitbourn the decision was made to set up ARW Wealth Managers in 2001 to provide a full IFA service to clients.

Having built up a successful business and with the State Pension age looming, the decision was made to look for a firm with similar views on what service clients expect and following a number of months of discussions a sale to Alan Boswell Group was completed at the end of 2022.