Alan joined the firm in September 2001 as a consultant having been in the financial services industry for nearly 25 years, the first 17 of which were with the Prudential, one of the UKs largest insurers.
Alan built a strong reputation in that time of giving sound financial advice to clients predominantly in North of the county where he lives and is well known.
Alan has seen many changes in the industry in that time, he maintains the one thing that hasn’t changed is clients still need sound financial advice.
Alan advises on Protection, Pension and Investment advice with the objective of wealth creation and preservation.