DipPFS
Certificate in Mortgage Advice - Cert CII (MP)
Allen is an experienced Wealth Planner with a deep understanding of all areas of financial advice. With a career spanning 15 years in the industry, Allen has worked for clients to achieve their financial goals through building a comprehensive plan.
With a focus on building long-term relationships based on transparency, he believes in a holistic approach to wealth planning considering not only the numbers but client’s personal aspirations and values of each client. His knowledge encompasses, Investments, Retirement planning, Estate planning and Protection, looking to mitigate unnecessary risk wherever possible.
Allen has considerable experience with clients that are approaching or at retirement and enjoys working with clients to address their needs in retirement, from creating a sustainable income to passing on wealth free from tax to their loved ones.
"I live in the central belt with my young family. When not enjoying time with my wife and boys, I relax watching rugby and football."
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