Alan Pearson

Alan Pearson Email and Phone Number

Sales, Development and Operational Executive @ Octo Financial Planning Ltd
Dunmow, GB
Alan Pearson's Location
Felsted, England, United Kingdom, United Kingdom
Alan Pearson's Contact Details

Alan Pearson personal email

n/a
About Alan Pearson

A highly recognised financial services professional, with 30+ years industry experience. I am passionate about helping financial advisers and businesses develop and grow, ensuring their clients receive outstanding client service and advice. With management experience of 29 years I am a respected leader with an exceptional ability to motivate and coach both individuals and businesses. I have used my experience to build great relationships with stakeholders both in and outside the business.

Alan Pearson's Current Company Details
Octo Financial Planning Ltd

Octo Financial Planning Ltd

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Sales, Development and Operational Executive
Dunmow, GB
Employees:
18
Alan Pearson Work Experience Details
  • Octo Financial Planning Ltd
    Director
    Octo Financial Planning Ltd Apr 2022 - Present
    United Kingdom
    View
  • Financial Services
    Chief Distribution Officer
    Financial Services Apr 2021 - Apr 2022
  • Quilter Financial Advisers
    Transformation Director
    Quilter Financial Advisers Feb 2019 - Mar 2021
    Recognised as the 'Goto' person by managers and financial advisers.
    View
  • Charles Derby Group
    Chief Distribution Officer
    Charles Derby Group Jul 2011 - Feb 2019
    United Kingdom
    Key member of the team that helped sell the business to Quilter Financial Planning.Built the business from being a start up to 300+ advisers.
  • Charles Derby Wealth Management (Home Counties) Llp
    Owner
    Charles Derby Wealth Management (Home Counties) Llp Nov 2011 - Jun 2013
    Chelmsford
    Grew the business from being a start up to a medium sized financial planning business.
  • Charles Derby (Home Counties) Llp - Formally Cavendish Financial Llp
    Owner
    Charles Derby (Home Counties) Llp - Formally Cavendish Financial Llp Dec 2001 - Jun 2013
    Grew the business from being a start up to a medium sized financial planning business.Top 10 producing business in the Intrinsic network.
  • Zurich Financial Services
    Branch Manager
    Zurich Financial Services 1999 - 2004
    View
  • Pearl Assurance
    Branch Manager
    Pearl Assurance 1997 - 1999
  • Prudential Financial
    Sales Manager
    Prudential Financial 1985 - 1997
    View

Alan Pearson Skills

Wealth Management Pensions Financial Advisory Investments Mortgage Lending Retirement Planning Strategic Financial Planning Financial Services Insurance Financial Planning Recruiting Critical Illness Sales Management Business Strategy Coaching Relationship Management Inheritance Tax Planning Savings Protection Investment Advisory Income Protection Change Management Wealth Investment Strategies Sales Retirement Fixed Annuities Wealth Management Services Customer Service Life Insurance Business Relationship Management Mortgage Customer Relations Management Pension Funds Customer Relationship Management

Alan Pearson Education Details

  • Kirby College Of Fe
    Kirby College Of Fe
    Behavioural Psychology
  • Yarm Grammar School
    Yarm Grammar School

Frequently Asked Questions about Alan Pearson

What company does Alan Pearson work for?

Alan Pearson works for Octo Financial Planning Ltd

What is Alan Pearson's role at the current company?

Alan Pearson's current role is Sales, Development and Operational Executive.

What is Alan Pearson's email address?

Alan Pearson's email address is al****@****fin.com

What schools did Alan Pearson attend?

Alan Pearson attended Kirby College Of Fe, Yarm Grammar School.

What are some of Alan Pearson's interests?

Alan Pearson has interest in Family, Liverpool Fc And All Forms Of Comedy.

What skills is Alan Pearson known for?

Alan Pearson has skills like Wealth Management, Pensions, Financial Advisory, Investments, Mortgage Lending, Retirement Planning, Strategic Financial Planning, Financial Services, Insurance, Financial Planning, Recruiting, Critical Illness.

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