Alan has a high level of technical expertise and over 20 years’ experience advising clients across investments, pensions and retirement planning, inheritance tax planning, long term care planning and trust investments.

In addition to the highest qualification status of Chartered Financial Planner, Alan also holds the UK Society of Investment’s Professional Investment Management Certificate and UKSIF’s Ethical Investment Certificate.

Married with three sons, he generously dedicates much of his spare time to providing a family taxi service. Away from the wheel he is also a keen footballer, qualified referee and has turned his talent to coaching in recent years having earned the FA Coaching Badge.