Alan has been in the financial services industry since 1985, with over 20 years experience as an adviser. Alan nearly left the industry as he felt the business had forgotten that clients needs come first, however, after a chance meeting with the then Director of The Whitehead Group James Collier he met people who had the same held beliefs as himself. This ultimately led to Alan, along with James Collier and Mark Fletcher, completing a successful management buy-out from The Whitehead Group in 2002.
Whilst looking after both Individual and corporate clients his main passion is looking at and creating solutions for clients who have Inheritance Tax liabilities. He is also responsible for the welfare of the staff and all the issues that surround a growing company. In recent years Alan has helped raise the profile of Fraser Heath by working with the media on new areas of financial planning. This has resulted in a number of publications in the National press with our very own clients as case studies.
Away from the office Alan enjoys spending time with his family and supporting his sons' pastimes. He enjoys all sports especially football and golf, whilst trying to get to see his beloved Queens Park Rangers when he can.