Our Team
25 years of financial leadership, empowering financial stability through holistic financial planning.
Ian Cooke
Director
Technology
Get To Know Ian
With 25 years of experience in the financial services sector, Ian has worn multiple hats, ranging from financial planning and practice management to managing a national network of IFAs.
A Fellow of the Personal Finance Society and a Chartered Financial Planner, Ian has a deep-rooted interest in holistic financial planning. Beyond his daily work, Ian is a public speaker, and he writes and delivers training material tailored for the financial planning and wealth management sectors.
In recent years, Ian has delved into financial technology (fintech), managing major change programmes for high-end and discretionary wealth management firms. He has been pivotal in designing web-based, single-platform, multi-channel solutions for an array of clients including networks, compliance firms, IFA firms, and wealth managers.
Ian is married to Sara, and has two children.
Contact Us
If you've never worked with a financial planner before, we'll guide you through the process.
If you have previously worked with a financial planner but believe it is time for a change, we can assist you in making that transition.
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© 2026 Strategic Wealth Partners Limited.
Strategic Wealth Partners is an Independent Financial Adviser based in Kingston upon Thames. IFA Kingston – Financial Advisor Kingston.
Our clients value the service we provide and often recommend us to others.
Articles on this website are offered only for general informational and educational purposes. They are not offered as and do not constitute financial advice. You should not act or rely on any information contained in this website without first seeking advice from a professional.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
Strategic Wealth Partners Limited is authorised and regulated by the Financial Conduct Authority FSR 784088. Company No. 10817804 (England & Wales). Registered Office: Station House, Station Approach, East Horsley, Leatherhead, England, KT24 6QX
0208 719 0686
team@strategicwealthpartners.co.uk
The Smith, 145 London Road, Kingston upon Thames, KT2 6SR
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Helping successful professionals reduce taxes, invest smarter and retire on their terms.
