Alan Whitelaw

Wealth Planner

Alan works out of the Glasgow office, and has over 30 years’ experience in the Financial Services industry and provides full range of financial planning for clients with specialisation in the Pensions area of the business which includes planning for Retirement as well as Retirement Options. He is also involved in dealing with Small Self Administered Pension Schemes.

Alan also deals with areas of Investment and Inheritance Tax planning and helps to maintain relationships with professional connections including Solicitors and Accountants who provide assistance where required with his clients financial affairs.

The recent introduction of Cashflow Modelling has been of great benefit to both Alan and his clients to achieve their objectives and goals.

In addition Alan also works closely with his colleagues to assist in providing a professional and comprehensive service to clients.

Alan is married with a teenage daughter and tries to fit in a game of golf when he can and is very interested in what is happening in the world today mainly using the Internet.

His qualifications include ACII from his previous general Insurance/ Broker involvement and Level 4 Dip PFS

0141 225 3878

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