Alan finisher 2  

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.



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Chartered Financial Planners Image (Transparent Background)Address: Sir Peter Thompson House, 25 Market Close, Poole, BH15 1NE | Tel: 01202 673456 | Fax: 01202 672122


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