Alan has more than 44 years’ experience within the financial services industry and has been an Independent Financial Adviser for 20 years. He holds the advanced pensions qualification G60, allowing him to advise on occupational final salary and money purchase pension schemes.
He specialises in advising large corporations at senior levels and high-net-worth clients, both through seminar presentations and individual counselling.
Tax-Efficient Strategies for Retirement14/01/2021
The Latest Trends in Personal Protection13/11/2020
The Big Questions: Should I take out life cover or invest my money?26/08/2020
Should you delay your retirement because of Covid-19?18/06/2020
Cash Management During a Crisis and Beyond12/06/2020