0208 166 8476
Based in Dartford
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FCA Regulated
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 16 April 2025
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Alan has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alan has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Alan has not yet added their qualifications to their profile
Transparent Fees
Alan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Alan has provided information on their typical fees
Alan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 16 April 2025
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Alan has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alan has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Alan has not yet added their qualifications to their profile
Qualifications not yet added
Alan has not yet added their qualifications to their profile
Transparent Fees
Alan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Alan has provided information on their typical fees
Alan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Alan started his Financial Service career working in one of the UKs leading banks as a Financial Adviser. Over the past 20 years he has built a successful career providing high quality advice to his clients. He prides himself on building long term relationships with his clients, many of whom have become friends. In the past 10 years he has built his own advice business and in addition to providing his clients with intergenerational financial planning and wellbeing he has helped many of his client secure their dream homes with mortgage advice. Your home may be repossessed if you do not keep up repayments on your mortgage. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 26/03/2024
Offers available through VouchedFor
Contact Alan through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Alan's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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