Alan covers all areas of financial planning and advice, working closely with individuals, families and businesses, to help people understand what is important to them and put a plan in place to achieve this.

As a regulated financial adviser, Alan has undertaken rigorous professional qualifications. He also partakes in continuous professional development activities to maintain competence and adhere to ethical good practice. By doing this, his clients can be assured of his commitment to providing the best possible advice.

Outside of work, he is passionate about the outdoors and spends a lot of his spare time in the Lake District, where you’ll usually find him either climbing up a mountain or enjoying some food and drink in one of the local pubs. He’s also a fan of F1 and a keen skier!