Having spent 20 years in domestic and international banking, Alan became an IFA in January 1995. He has achieved recognition as a Chartered Financial Planner having been awarded Chartered status and became a Director of Regency Investment Services in 2014.
As a Financial Planner, Alan has established longstanding relationships, working closely with his clients in helping them to achieve their financial goals. This includes a focus on tax efficient investments, pensions and inheritance tax planning.
Outside of work Alan enjoys spending time with his wife and daughters and enjoys trying to keep fit as well as photography, walking and being part of a busy Church.