Alan Young
Alan Young
Alan Young provides bespoke financial advice to private individuals and companies.
He specialises in meeting the financial needs of people who have more capital or higher incomes than average and whose circumstances may therefore be more complicated.
About
Alan Young offers a comprehensive range of financial solutions, both onshore and offshore. He is supported by a number of in-house experts within the St. James's Place Group who cover areas such as investment monitoring, tax, trusts*, specialist investment vehicles, estate planning and pensions. In addition, St. James's Place has close working relationships with a number of the UK’s leading specialist legal and accountancy firms.
St. James's Place plc offers a high level of corporate security and transparency. It is a FTSE 100 listed company.
Alan Young has over twelve years of experience in the financial services industry. Prior to joining St. James's Place, Alan established the UK Wealth Management Practice of a leading global consulting firm, where he provided advice to the chief executives of private banks and wealth management firms. He is a contributing author to the book Wealth, a guide for high net worth individuals on how to grow, sustain and manage their wealth (ISBN 978-00-470-15303-1).
Alan holds degrees from the universities of Oxford and London and an MBA from INSEAD. He lives in Surrey and is married with two children.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Trusts are not regulated by the Financial Conduct Authority
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Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
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 04/03/2023
The Partner 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.
