Representative Director

Ivan has 28 years’ experience in Financial Planning and holds the G60 advanced retirement planning qualification with the Chartered Institute of Insurance in the UK. In addition, he has the Advanced Certificate in Trustee Investment & Financial Appraisal issued by the Society for Trust and Estate Planners (STEP). As an addaitional service, he is a member of the Chartered Institute of Legal Executives (CILEX) in the UK and is qualified to draft Wills for British nationals.

Career background

He started his career at the National & Provincial Building Society (now part of Santander PLC) before moving into financial services in 1990. Having worked in institutional mutual fund sales for five years, he moved into an investment advisory role specialising in group pensions/employee benefits and retirement planning. In September 2000, Ivan moved to Japan to continue his career advising expatriate investors on retirement and portfolio planning.


Ivan is a long-suffering supporter of Leeds United Football Club, follows Japan rugby and is a keen photographer and skier. He is married with two children.

Contact details

Direct line: +81 (03) 3436 2005