Alan Workman
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Alan Workman Email & Phone Number

Financial Adviser at The Succession Group at Succession Group Ltd
Location: Greater Plymouth Area, United Kingdom 3 work roles 1 school
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Current company
Succession Group Ltd
Role
Financial Adviser at The Succession Group
Location
Greater Plymouth Area, United Kingdom
Company size
379 employees

Who is Alan Workman? Overview

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Quick answer

Alan Workman is listed as Financial Adviser at The Succession Group at Succession Group Ltd, a with 379 employees, based in Greater Plymouth Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Alan Workman.

Alan Workman previously worked as Financial Adviser at Succession Group Ltd and Financial Adviser at Westpoint Financial Consultants. Alan Workman studied at Headlands.

Company email context

Email format at Succession Group Ltd

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Succession Group Ltd

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Profile bio

About Alan Workman

I work for Succession Group, the UK's fastest growing Wealth Planning brand as a Financial Adviser.Succession Group provides rich and rewarding experiences for private and corporate clients, with tailored Wealth Planning solutions to achieve clients financial goals and experience throughout each stage of their life.Succession Group shares a powerful and privileged connection with more than 17,000 clients who have chosen to engage with our award winning services, and benefit from our innovative solutions. Over £10.5bn is entrusted to our specialist Wealth Planners and Advisers. Key to this are the principles of value, trust and excellence.We have 20 offices, and more than 200 staff nationwide. We are also the only Wealth Planning business to control and own all of the services and solutions that are essential to deliver a true, end-to-end Wealth Planning solution.

Listed skills include Financial Services, Retirement Planning, Financial Planning, Financial Analysis, and 2 others.

Current workplace

Alan Workman's current company

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Succession Group Ltd
Succession Group Ltd
Financial Adviser at The Succession Group
birmingham, birmingham, united kingdom
Website
successionwealth.co.uk
Employees
379
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3 roles

Alan Workman work experience

A career timeline built from the work history available for this profile.

Financial Adviser

Current
Succession Group Ltd

Plymouth, United Kingdom

My responsibilities are advising on a range of financial products and giving on-going reviews to make sure they still fit the clients needs

Feb 2014 - Present

Financial Adviser

Co-Operative Insurance

Manchester, United Kingdom

May 1988 - Nov 2011
Team & coworkers

Colleagues at Succession Group Ltd

Other employees you can reach at successionwealth.co.uk. View company contacts for 379 employees →

SP Steve Phillips Steve Phillips Colleague at Succession Group LtdNottinghamshire, England, United Kingdom View → OB Oliver Bourne Oliver Bourne Colleague at Succession Group LtdStourbridge, England, United Kingdom View → KS Kirsty Symon Kirsty Symon Colleague at Succession Group LtdGreater Glasgow Area, United Kingdom View → SH Shamil Hudda Shamil Hudda Colleague at Succession Group LtdManchester Area, United Kingdom View → JA John Andrews John Andrews Colleague at Succession Group LtdBierton, England, United Kingdom View → AC Alexandra Cheal Alexandra Cheal Colleague at Succession Group LtdUnited Kingdom View → NW Nadeen Watson Nadeen Watson Colleague at Succession Group LtdGlasgow, Scotland, United Kingdom View → SV Stuart Volrath Dippfs Stuart Volrath Dippfs Colleague at Succession Group LtdGreater Sheffield Area, United Kingdom View → AB Alex Brown Alex Brown Colleague at Succession Group LtdUnited Kingdom View → GB Gregor Black Dippfs Gregor Black Dippfs Colleague at Succession Group LtdGreenock, Scotland, United Kingdom View →
1 education record

Alan Workman education

  • Headlands
    Headlands
FAQ

Frequently asked questions about Alan Workman

Quick answers generated from the profile data available on this page.

What company does Alan Workman work for?

Alan Workman works for Succession Group Ltd.

What is Alan Workman's role at Succession Group Ltd?

Alan Workman is listed as Financial Adviser at The Succession Group at Succession Group Ltd.

Where is Alan Workman based?

Alan Workman is based in Greater Plymouth Area, United Kingdom while working with Succession Group Ltd.

What companies has Alan Workman worked for?

Alan Workman has worked for Succession Group Ltd, Westpoint Financial Consultants, and Co-Operative Insurance.

Who are Alan Workman's colleagues at Succession Group Ltd?

Alan Workman's colleagues at Succession Group Ltd include Steve Phillips, Oliver Bourne, Kirsty Symon, Shamil Hudda, and John Andrews.

How can I contact Alan Workman?

You can use AeroLeads to view verified contact signals for Alan Workman at Succession Group Ltd, including work email, phone, and LinkedIn data when available.

What schools did Alan Workman attend?

Alan Workman studied at Headlands.

What skills is Alan Workman known for?

Alan Workman is listed with skills including Financial Services, Retirement Planning, Financial Planning, Financial Analysis, Wealth Management, and Insurance.

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