A Chartered Financial Planner and a Fellow of the Personal Finance Society, Alan has been with PFM Associates limited for over 3 years. Before joining the firm, his considerable length and breadth of Financial Services experience has been obtained in various roles.
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.
Address: Sir Peter Thompson House, 25 Market Close, Poole, BH15 1NE | Tel: 01202 673456 | Fax: 01202 672122
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'The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk .'
PFM Associates is registered in England and Wales, company registration number 03871403.
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