0330 038 8942
Based in Wareham
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Allan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Allan's status
Last checked: 18 April 2026
Allan is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Allan's status
17
Recent Client Reviews
Allan has received 17 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Allan has received 17 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: 29 December 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.
7
Qualifications Uploaded
Allan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Allan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Allan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Allan has provided information on their typical fees
Allan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Allan (based on 5 first impressions)
80% of users who are not yet clients had a positive first experience with Allan
80% of VouchedFor users have had a positive (4 or 5 star) first experience with Allan (based on 5 first impressions)
As a Chartered Financial Planner and a Chartered Wealth Manager I can help whether your enquiry is on a personal or corporate basis I understand that the major financial decisions you make will have significant and life-changing consequences to your future. It is therefore essential that you seek professional independent financial advice from a Chartered Financial Planner you can trust. I provide long term client relationships by providing regular updates on clients portfolios and informing them of any changes that may impact them.