Meet... Ian Knipe

Posted on Aug 01, 2018

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Office Manager, Ian Knipe, who joined The Goodman Partnership in October 2000, has a wide brief at the firm, managing the smooth running of the office. It is a role which encompasses accounts, IT, payroll, client services and compliance.

“I joined with a very undefined role and, in some ways, I’ve designed the job myself, picking up various elements along the way,” Ian says. “My first objective was to introduce consistent admin processes and procedures throughout the firm. There was a new back office CRM system, which everyone was using differently, so I instigated rules for data entry to ensure consistency.”

Over the past few years, Ian has also overseen the transformation of The Goodman Partnership into a paperless office with all files now digitalised.

“All post we receive is now routinely scanned,” says Ian. “It’s saved so much time and there’s no wandering about the office looking for a client file.”

With compliance as part of his role, adherence to the GDPR has taken up a fair amount of his time this year. It is an ongoing project which has involved creating new systems, training and documentation to ensure compliance.

As part of this process, The Goodman Partnership underwent breach testing recently – which Ian says was useful and a ‘huge learning curve for everyone’.

“On an ongoing basis, I work with our Partners to ensure we remain compliant with all the regulatory bodies we have to deal with,” says Ian. “We must comply with the FCA (Financial Conduct Authority), so I monitor our processes and procedures, reporting to the Partners on a regular basis. Reporting to the FCA twice a year plus any ad hoc requests for data means our systems must be accurate and up to date at all times.”

Ian says that he most enjoys ‘the variety’ his job gives him.

“I never know what challenge is going to be thrown at me from one day to the next,” he says. “If there is an issue which is stopping someone from doing their job then it is my job to get it sorted - promptly.”

At the time he joined The Goodman Partnership, Ian was working in Dover but living in Tunbridge Wells.

“I needed a more local job and applied for a role as a Paraplanner. I wasn’t actually qualified to be one… but as the firm was only two miles from where I lived, I thought I would send off my CV anyway,” he says. “It caught someone’s eye and I was invited in for an informal interview with Keith Goodman to see if we could work together. Eighteen years later that appears to have been a very good decision.”

Asked what sets The Goodman Partnership apart, Ian says: “Professionalism. The firm will always advise a client that which is best for the client, not what is best for us – even if this means advising the client to do nothing.”

His previous two jobs were as Office Manager roles for IFAs and, prior to that, Ian had a variety of jobs including kitchen porter, pub landlord and encyclopaedia salesman.

After leaving school, Ian spent two years from the age of 16 working in the civil service. But, he wanted to travel and was attracted by kibbutz life in Israel. So, at 18 he spent three years, on and off – usually around six months each year – living and working in Israel.

“I spent my time mostly fruit picking and lived in either a kibbutz or a moshav, which was more of a co-operative set-up,” says Ian.

He lived in different parts of the country and recently made a return trip – meeting up with friends he’d made during that period.

“My wife came with me and I really enjoyed showing her some of the places where I’d spent so much time,” says Ian. “We hired a car and travelled all over the country.”

In his spare time, Ian enjoys covering long distances – both on foot and on two wheels. He is a member of Audax UK which organises rides in multiples of 100km, with the longest he has completed being 400km – in the space of just 24 hours!

Ian has also set himself the challenge of walking the 630 miles of the South West Coast Path - section by section.

“I head down with a group of friends for a long weekend of hiking and ensuring a good pub lunch break every day,” Ian says. “We’ve just finished year eight and have completed two-thirds of the walk – just another 186 miles to go.”

Goodman Chartered Financial Planners is a trading name of Fairstone Financial Management Ltd. Fairstone Financial Management Ltd., is authorised and regulated by the Financial Conduct Authority – FRN: 475973 Registered in England and Wales no: 05574120. Part of the Fairstone Group. Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this. Please see the following link for further details: