Alan is one of the leading financial planning professionals in the UK and is each client’s lead financial planner. He is a forward-thinking financial planner who believes financial planning is about more than money or financial products.
He is based in Glasgow serving clients across Scotland. Alan is one of a small band of independent financial advisers to hold both the internationally recognised Certified Financial Planner (CFPcm) license and Chartered Financial Planner qualification. He was one of the first financial planners in Scotland to gain CFPcm accreditation and elected President of the Institute of Financial Planning in 2015. He is currently Chair of the Chartered Institutue of Securities and Investments (CISI) Financial Planning Professional Forum.
As a regular speaker at financial conferences, he provides analysis and guidance for other financial advisers and has featured in the media, including BBC 2’s Working Lunch and commentary in The Herald, The Scotsman, Financial Times, Mail on Sunday and Money Observer among others.
Outside work Alan is a frustrated rockstar, mad mountain biker and windsurfing beach bum. He has twice been a finalist in Guitarist Magazine’s Guitarist Of The Year, played guitar then bass in legendary (at least in their own minds) 10 piece soul band Counselled Out for 23 years. He currently spends too much of his spare time playing and recording guitar as can be seen from his youtube videos. He is married with two children.
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