Unavailable for contact through VouchedFor
Based in Kenilworth
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: January, 2014
4.9 out of 5
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 AuthorityLast checked: 17 August 2026
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
15
Recent Client Reviews
Alan has received 15 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Alan has received 15 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.Last checked: 31 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.
4
Qualifications Uploaded
Alan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below4 qualification certificates available to view
Alan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Alan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowAlan 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
26
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Alan (based on 26 first impressions)96% of users who are not yet clients had a positive first experience with Alan
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Alan (based on 26 first impressions)
About
With over 40 years of experience in financial advice, I help clients make confident, informed decisions across a wide range of platforms—including Aviva and many others. I specialise in multi-asset strategies, fund selection, and portfolio diversification, always with a focus on cost-efficiency and long-term performance. Clear communication is at the heart of my approach. I make sure every recommendation is easy to understand and tailored to your goals.