Alan Knox

Alan Knox

Financial Succession Ltd

Minimum savings/pensions: Over £50,000

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

115 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 15 January 2026

    Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Alan has received 1 client review in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 12 September 2025

    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.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

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  • Transparent Fees

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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.