I entered the Wealth Management industry in 1996 and since that day have prided myself on providing a high quality, professional and personalised service to my clients that reflects their individual needs and wants.
I became a Chartered Financial Planner with the Chartered Institute of Insurers on the 12th December 2014 and a Fellow of the Chartered Institute of Insurers on the 30th November 2017.
I believe in working in partnership with my clients and in regularly reviewing the steps that we take together to ensure that the planning you have in place remains appropriate to your changing circumstances.
Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is vital to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances such as starting a family, changing jobs, setting up your own business, receiving an inheritance or retiring, a review of your financial goals is critical.
As your needs evolve, I can advise you on the most appropriate financial solutions and services going forward and you can be safe in the knowledge that my advice is backed by the St. James's Place Guarantee.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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We very much appreciate the time, support and sound advice offered by Alan in bringing to our attention the opportunities available to improve our financial returns. His willingness to listen and understand our circumstances and challenges has helped build a valuable relationship.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.