Alan embarked on his finance career with a major high street bank. Here he built a solid foundation, quickly becoming a Field Training Consultant and subsequently a Field Manager, where he was wholly responsible for helping his team hone their financial skills. A stint at a major insurance company further enhanced his management skill-set and his financial expertise and by 2000, Alan decided the time was right to take the ‘big leap’ and establish his own business in the form of Century Financial Planning. The leap paid off and he hasn’t looked back since.
Alan has witnessed a lot of change in the industry and his business has had to adapt and stay on top of compliance and the ever evolving world of finance. Over the years, Alan has successfully demonstrated how to balance industry changes with advanced financial knowledge, leading to the company achieving Chartered status in 2012. Alan’s personal expertise has also been recognised with the title Chartered Financial Planner and Fellow of the Personal Finance Society - their highest qualification.
Chartered Financial Planner
Advanced Diploma in Financial Planning
Diploma in Financial Planning
Advanced Diploma Level
G20 – Personal Investment Planning
AF1 Personal Trust and Tax Planning
AF4 – Investment Planning
AF5 – Financial Planning Process
AF7 – Pension Transfers
Diploma Level
MAQ – Mortgage Advice Qualifications
J01 – Personal Taxation
J02 – Trusts
J06 – Investment Principles
J07 – Supervision in a regulated environment
J08 – Financial Planning Practise
R08 – Pensions Update
Certificate Level
FPC – Financial Planning Certificate
ER1 – Equity Release
CF8 – Long Term Care
Alan enjoys a competitive round of golf whenever he gets the opportunity, but also has a passion for football and is often found supporting his favourite team. His colleagues have noticed that Alan also likes to ‘fix things’ when something is broken, this is probably why Alan relishes the opportunity to help his clients fix their financial concerns and provide a suitable, sensible and unbreakable solution.