Alan has worked in financial services for over 40 years. He is a Chartered Financial Planner and Fellow of the Personal Finance Society. He is also qualified to advise on Long Term Care and is part of an expert team, supporting wealth planning colleagues providing later life financial planning for clients who need care funding advice.
Alan always seeks to add value to clients, helping them live the life they really want, without anxiety, knowing there is a financial strategy in place to enjoy their wealth.
Alan lives in East Devon and enjoys playing golf and cycling. His qualifications include FPFS, CertPFS and Certs CII (MP & ER).