Alan Knox

Alan Knox

Financial Succession Ltd

Minimum savings/pensions: Over £50,000

0330 038 8940
Based in Glasgow
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Top Rated 2026
Verified since: March, 2024
5 out of 5

115 reviews

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  • Independent Financial Adviser

    Last checked: 13 March 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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About

Alan is an experienced Independent Financial Adviser with over 23 years experience in the UK Financial Services Sector. Having enjoyed success in many previous roles I established Financial Succession Ltd in 2021 with full regulatory approval. Our business has been wholly built on client referrals which we believe is testament to the high levels of service that we strive to deliver It has been a privilege helping people achieve financial security for many years and this remains my number one goal. Areas of expertise include retirement planning, retirement income, investment planning and estate planning. My financial plans are robust, bespoke, clear to understand and more importantly regularly monitored and reviewed to ensure everything remains on track.