A Chartered Financial Planner and a Fellow of the Personal Finance Society, Alan has been with PFM Associates since October 2011. Prior to joining the firm, he worked in a wide range of roles including; an employed financial adviser; manager; paraplanner, as well as a company director and independent financial adviser.
These have been as an independent Financial Adviser; management, training and competence supervisor, as well as a tied adviser with large UK registered financial institutions.
Although Alan is a General Financial Planner, he specialises in investment, pension and retirement planning, as well as inheritance tax planning.
In his spare time enjoys keeping fit especially running.