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Ian Nagel

Director and Chartered Financial Planner

Position Director and Chartered Financial Planner

I graduated in Philosophy from the University of Leeds in 1997 and, on returning to the North East, joined a national life assurance office as a trainee financial planner, qualifying in 1998, and became District Manager in their Cambridge office in 2003. I took the step to set up my own independent financial planning firm in 2005, which later became Greenarch Wealth Management in 2022.

Over the years, I’ve grown a diverse client base by working with individuals, business owners, and professional trustees. I went on to achieve chartered status in 2016. I love the challenge of working on complex planning that pushes the boundaries of my knowledge.

Outside of work, I like to watch my kids play football and rugby. I play guitar and have a very eclectic taste in music. I love eating out and am a keen social golfer!

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