Ian Hayes — Independent Financial Advisor 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
Qualifications
Certified Financial Planner™
Regulation
Ian Hayes is FCA-verified (firm: Matheson Charles).
Frequently Asked Questions
Is Ian Hayes a regulated financial advisor?
Yes. Ian Hayes is FCA-verified and authorised under Matheson Charles, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Ian Hayes offer?
Ian Hayes offers Retirement planning, IHT planning.
Where is Ian Hayes based?
Ian Hayes is an independent financial advisor based in Bath, serving the BA, BS, SN postal areas.
Does Ian Hayes offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Ian Hayes directly through their Trusted Advisor profile.
What qualifications does Ian Hayes hold?
Certified Financial Planner™
How do I book a meeting with Ian Hayes?
You can book a free initial consultation with Ian Hayes directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.