Alan O’Farrell, has over 27 years of experience providing financial advice to his clients and is the Principal of O’Farrell Wealth Management. Over his time in the industry, Alan has built up a wealth of expertise and prides himself on providing the very finest personal service to his clients who regularly recommend him to their friends and families. Personal circumstances and economic conditions can change frequently and with this in mind, Alan believes that it is essential to meet clients on a regular basis to provide them with the highest level of service and put in place individually tailored plans to help them achieve their financial goals and objectives.

Alan spent over 25 years working for Lloyds TSB where he rose to become a highly successful Financial Adviser. As a result of his success, Alan accepted the invitation to join the prestigious St. James's Place, which he believes offers a unique opportunity to provide clients with a personal and specialised service. This enables him to build an on-going relationship with clients along with providing access to an outstanding range of financial products, services and an investment strategy capitalising on the expertise of highly respected Investment Management groups.

Typically, people do not have the time, knowledge or inclination to manage their financial affairs effectively so, in the first instance, Alan reviews your current circumstances, including your financial goals and concerns, in order to confirm areas of financial planning that require attention. Alan’s role is then to make recommendations and implement solutions to meet your objectives and then follow this up with regular future meetings to make sure your plans are on track and remain up to date. By working in this way, Alan is able to build long term relationships with clients as their trusted Adviser.

Away from work, Alan mostly enjoys spending time with his family and is married to Nicola. They have two daughters, Mollie and Annie and recently added Coco (a cockapoo) to their family. Alan enjoys travelling, walking the dog, football and cricket.

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.