Alan started his Financial Service career working in one of the UKs leading banks as a Financial Adviser. Over the past 20 years he has built a successful career providing high quality advice to his clients. He prides himself on building long term relationships with his clients, many of whom have become friends.
In the past 10 years he has built his own advice business and in addition to providing his clients with intergenerational financial planning and wellbeing he has helped many of his client secure their dream homes with mortgage advice.
Your home may be repossessed if you do not keep up repayments on your mortgage.
I started my own Financial Advice business in early 2014. I have built the business around long-term relationships, and I am very fortunate that I have built the business predominately from client recommendations. I am now privileged to work with the sons, daughters, and acquaintances of my original clients.
My clients value my experience, advice and knowledge built over 20 years. I am looking forward to continuing to my journey alongside my established and valued clients as the world of financial advice develops in an ever-changing world.
One of my main passions is actively supporting others through raising funds for Greenwich and Bexley Hospice, notably through raising funds from long distance cycle rides.
We offer an excellent wealth management service which will help you achieve your goals
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 27/06/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.