Chartered Financial Planner
Alan began his career in Financial Services in various capacities with Scottish Widows between 1984 and 1998 before being head-hunted by a leading West of Scotland Independent Financial Advisory Firm which firmly established him as an Independent Financial Adviser – a role which he has carried out for a wide range of clients since then whilst running/co-running his own successful firms.
Alan was one of the first Chartered Financial Planners in Scotland and the quality of his advice and attention to his client’s needs is demonstrated by the multi-generations within his client base. He is keen to maintain the spirit of “family” advice by having his nephew and wife as members of his servicing team.
On a personal level, Alan enjoys travelling with his wife and extended family, particularly on city breaks, watching Formula 1 as well as his two favourite football teams.
