Verified Since: January 2019
Our principle focus is that of developing partnerships with our clients and harnessing the experience and imagination of our people to deliver cost effective and innovative solutions. Phelan Caswell has a dedicated team of professional and experienced Financial Advisors to service the needs of all clients and we are constantly seeking new ways to combine our expertise with the technology of today, to exploit new opportunities and services on behalf of our clients.
Ivan joined Phelan Caswell in January 2011 and is responsible for the Financial Planning Department. Ivan has over 25 years’ experience in the insurance industry having held roles in both life insurance offices and brokerages.