Frank Barrett — 5 out of 5
How best to take advantage of my pension.
Ian Hayes — Independent Financial Adviser in Bath
About Ian Hayes
Ian Hayes is a Certified Financial Planner™ and Independent Financial Adviser with 25 years’ experience in financial planning and investment management. He joined Matheson Charles in September 2025, having returned to the UK in 2024 after building a successful financial planning business and advising clients in Australia. Throughout his career, Ian has focused on helping individuals and families make confident decisions about their financial futures. His approach is centred on understanding each client’s circumstances, priorities and life goals before developing personalised strategies designed to provide clarity, financial security and long-term peace of mind. Ian’s experience spans financial planning and investment management, with a particular focus on helping clients navigate the complexities of building, preserving and managing their wealth. He believes good financial advice should be personal, practical and easy to understand, giving clients the confidence to make informed decisions at every stage of their lives. As a Certified Financial Planner™, Ian has achieved an internationally recognised professional certification that reflects his commitment to delivering expert, unbiased and personalised financial planning advice. For Ian, the role is ultimately about helping people align their finances with the life they want to live. Outside of work, Ian enjoys spending time with his wife and son exploring the countryside in the South West. He also likes to keep fit and follows as much sport as he can.
Services
- Retirement planning
- IHT planning
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Pension Planning
Qualifications
Certified Financial Planner™ (CFPB)
Regulation
Ian Hayes is FCA-verified (firm: Matheson Charles).
Client Reviews
Frequently Asked Questions
Is Ian Hayes an FCA-regulated financial adviser?
Yes. Ian Hayes is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Ian Hayes offer?
Ian Hayes offers Retirement planning, IHT planning. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Ian Hayes?
Fees vary depending on the service, the complexity of your situation and the assets involved. Ian Hayes will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Ian Hayes is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Ian Hayes?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Ian Hayes directly through the contact form.
Does Ian Hayes work with clients outside Bath?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Ian Hayes is based in Bath but you can confirm preferred meeting locations and video options when you book your initial call.