Location: Milton Keynes
Specialist Area: Alan works with businesses and personal clients and specializes in pensions and retirement income, auto-enrolment, SIPPS, annuities, income drawdown, investments, business and personal financial protection and ISA’s and Bonds etc.
Qualifications & Experience: Alan is a diploma qualified financial advisor. Before joining Alexander House Financial Planning he was a regional manager for the Scottish & Newcastle brewery where he managed ‘on-trade’ accounts with an annual turnover of approximately £5.5m.
Alan loves music of all kinds and time allowing likes to sing in the local choral society. He is also a member of the board and assistant treasurer of the Swan Credit Union, a not-for-profit financial cooperative, that exists for the benefit of the members who live or work in Milton Keynes, North Buckinghamshire or South East Oxfordshire. Alan is married and has 3 grown up children.