Alun Reed

Chartered Financial Planner

Based in Amersham and Swansea


Chartered Financial Planner (CII)

Advanced Diploma in Financial Planning (CII)


As a Chartered Financial Planner, Alun is focused on helping individuals and families achieve their financial dreams. Combining a deep understanding of personal finance with a passion for enriching clients’ lives.

Alun specialises in crafting bespoke financial plans that align with his clients’ unique lifestyles and long-term goals. His holistic approach ensures that financial planning is not just about numbers, but empowering clients to live their best lives.

"Outside of work, I enjoy keeping fit, traveling and spending time with family and friends."

Book a meeting

It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.

To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.

Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.