Our Team
Ian Ford-Robertson
Owner and Financial Adviser
Meet our team of financial advisers based in Chelmsford, here to support you in creating and managing wealth.
Ian started his career in banking and became an IFA at only age 24. He was the youngest IFA in the country at the time, according to the then regulator.
He set up his own IFA business in March 2022 to create a younger, more dynamic firm, while continuing to look after his long-standing clients. Many clients and their younger families have been advised by Ian for over 30 years.
As well as developing numerous, long standing Private and Corporate Client relationships over the years, Ian is overseeing the growth of the firm, with two recent new entrants to assist him (Harry and James). Ian instils the value of integrity, attention to detail and client care from day one and will continue to champion these causes.
Email: Ian@decourcyfp.co.uk
James Maine
Financial Adviser
James is a Chartered Financial Planner and a Fellow of the Personal Finance Society. James has 19 years’ experience working in the financial services industry.
James has worked with a varied client base, ranging from young professionals to retirees and business owners. James is passionate about providing clients with comprehensive holistic financial planning solutions to help them achieve their financial goals and aspirations.
Email: James@decourcyfp.co.uk
Harry Beardon
Adviser Support
Harry left college in 2014 and started working at Man & Co – a medium sized accountancy firm in Southend, where he managed a small team of trainee accountants.
In 2022 Harry decided the new path of his career would be in Financial Planning and is studying towards his Diploma in Regulated Financial Planning.
Email: Harry@decourcyfp.co.uk
Carol May
Personal Assistant
Carol has worked in the Financial Services industry for many years starting as a Life & Pensions administrator and later qualified as a Financial Adviser looking after Corporate, High Net Worth and Personal clients.
Also, Carol has worked as Paraplanner to assist advisers in client meetings, preparing the Suitability Reports and Cashflow forecasting.
More recently whilst working for a mortgage adviser she has passed the Certificate in Mortgage Advice and Practice (CeMap) and Certificate in regulated Equity Release (CeRER).
Drawing from her experience as Client Service Manager in a previous role, she is now working with the team at De Courcy Financial Planning to assist them to provide a first-class service for their valued clients
