“I feel very warm and pleased offering a strong service to my clients. It’s humbling that they trust us with their personal financial information and to come up with solutions for their needs.”
- Locations
- London, City
Alan is a Financial Planner and Divisional Director in the RBC Brewin Dolphin London office. He provides holistic financial planning advice and expertise to high-net-worth individuals.
He focuses on pension planning, inheritance tax mitigation and investments. He prides himself on the close and trusted personal relationships he develops with his clients, ensuring every area of the service from advice to report writing is the best it can be.
Alan began his financial services career working with insurance broker Willis Corroon before moving to merchant bank Rea Brothers which was subsequently bought by Close Brothers. When he joined RBC Brewin Dolphin in 2000 he was one of the first two financial planners in London and is proud of helping the team develop over that period.