Alan Wall

About

Alan has worked in financial services since 1989 and has spent his career helping individuals and families make sense of their finances and plan confidently for the future. His advice focuses particularly on investments, pensions, retirement and inheritance tax planning. Rather than looking at individual products in isolation, Alan believes good financial planning starts with understanding what someone wants their money to achieve – both now and in the years ahead. He uses goals-based financial planning to bring together the different aspects of a client's finances and provide a clear picture of where they are today, where they would like to be and the decisions that may help them get there. This also forms an important part of regular review meetings, allowing plans to evolve as circumstances, priorities and legislation change. Alan places great importance on building long-term relationships with his clients. Many of those relationships have developed over a number of years and extend across different generations of the same family. His approach is personal and straightforward: to understand what matters to each client, explain their options clearly and help them make informed financial decisions. Alan is a Senior Adviser at Eight Financial Advice, where his clients and their families remain at the heart of the advice he provides. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. 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. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. 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 xx/xx/xxxx