Testimonials
I have used them for my pension advice for many years. Always a really great service.
Paul from Milton Keynes
I am very comfortable with the service and the way my finances have been set up.
Richard of Hemel Hempstead
Designation:
Independent Financial Adviser
Specialisms: Investments and Retirement Planning
Originally from South Africa, Alan is kept very busy with two young children. Having previously worked as a stockbroker as well as having held roles within corporate divisions of international banks, he uses his knowledge to help clients achieve and maintain their financial freedom.
He enjoys working with both business owners and clients in or close to retirement. Specifically, helping them to reach a state of what he terms - “Structural Retirement.” This is the point where the financial means become available allowing one’s focus to change from trying to accumulate wealth to where one is able to focus on enjoying their main passions while knowing that the fundamentals are all taken care of.
Alan keeps fit by playing squash and would love to build his own house in a field someday.
Qualifications:
- B.Soc.Sci – Political Science
- PDEM - Enterprise Management
- Diploma in Financial Planning - Personal Finance Society
- Certificate in Financial Planning – Chartered Insurance Institute
- Certificate in Securities (CISI)
- J02 - Trusts (CII)
- J04 - Pension Funding Options (CII)
- J05 - Pension Income Options (CII)
