Senior Partner Practice of St. James's Place Wealth Management
Having worked within Financial Services for the past 17 years, Alan is incredibly client focussed and is dedicated to providing the highest level of service for his clients. He aims to match the highest levels of financial advice in the following areas: investment planning, retirement planning, inheritance tax planning and protection.
Alan focuses on establishing long term relationships with all of his clients, based on honesty and trust, with the aim to help his clients meet their financial goals.
In his spare time he enjoys days out walking and camping with his two children and family, travel, music (live bands and occasional festivals), and cinema. Alan is also a huge sports fan, including football (having managed men’s and junior teams), cricket, boxing, and rugby union.
The 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Capstone Financial is a trading name of Capstone Financial Management Ltd. Capstone Financial Management Ltd is registered in England and Wales, Number 09225559. Registered Office: 35 St Thomas's Road, Chorley, PR7 1HP.