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Alan Dick is a Soon to be student luthier at N/A. He possess expertise in investment advisory, financial planning, financial advisory, investment strategies, wealth management and 21 more skills. Colleagues describe him as "Alan is a committed and highly talented financial planner, with a considerable understanding, awareness and knowledge in his field. His service on the IFP's Scotland Region committee and as a (UK national) Board Member has shown his professional commitment and enthusiasm for building a first class organisational structure. He has excellent ideas and a high level of ethical and professional behaviour." and "I have worked with Alan for the past year on the Board of The Institute of Financial Planning. Alan is dedicated to his role at the Institute through his passion for our profession. Not shy at putting his views forwards, Alan also has the capacity to listen to and accept others views."
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Retired Financial PlannerN/A May 2019 - Present
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Founder MemberSegment7 2010 - PresentSegment7 is the only independent national organisation of highly-qualified financial planners, dedicated to coordinating the complex financial planning requirements of successful business owner managers and entrepreneurs.Our aim is to help you:*Maximise the value you enjoy from your business and personal assets *Organise and manage the three circles of your financial life *Align your assets with your goals *Collaborate with your existing advisory team and fill any gaps from our carefully selected network of experts *Test the likely effectiveness of potential investment and tax strategies, helping you select those most likely to get the results you want.
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DirectorForty Two Financial Planning Ltd Aug 2014 - May 2019Lochinch House, 86 Dumbreck Road, Glasgow, United KingdomForty Two is an established lifestyle financial planning and wealth management firm based in Glasgow. We deliver highly personalised financial planning and strategic investment advice to clients in Scotland and London.At Forty Two we are PASSIONATE about helping people achieve the life they really want to live; for themselves AND their families.Most financial advisers are trained simply to assess your level risk aversion and then sell their favoured products. At Forty Two we believe that financial planning should be engaging, inspiring, motivational, enjoyable and interactive.
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Founder MemberEvidence Based Investment Solutions (Ebis) 2008 - May 2019Whilst the UK investment industry generates vast wealth for itself, study after study suggests that the returns enjoyed by the average investor are often disappointing and well below the market average.EBIS is a group of independent investment professionals who believe that expensive fund managers do not deliver value.Our mission is to put the case for a smarter way of investing and, by sharing our philosophy with a wider audience, help more investors enjoy the higher returns they deserve.
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Chair Of Financial Planning Professional ForumChartered Institute For Securities & Investment (Cisi) Nov 2015 - Oct 2016 -
PresidentInstitute Of Financial Planning Aug 2012 - Nov 2015Glasgow, United KingdomThe Institute of Financial Planning (IFP) is the Professional Body for Financial Planners and the Financial Planning community in the UK.The IFP is the exclusive licensing authority for the CFP, CERTIFIED FINANCIAL PLANNER mark which is an internationally recognised certification awarded to individuals who fulfil the stringent requirements and have been appropriately tested.A CERTIFIED FINANCIAL PLANNER professional is a Financial Planner who has completed a high level qualification and abides by a strict code of ethics. A CFP professional is monitored annually by the IFP to ensure they are keeping up to date and maintaining their knowledge and skill by checking their continuing professional development activities.There are over 126,000 CFP professionals globally including almost 1000 in the UK. The CFP mark is recognised as the global symbol of excellence in Financial Planning
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Director And Chair Of The Ethics And Practice Standards CommitteInstitute Of Financial Planning Oct 2007 - Aug 2012The Institute of Financial Planning (IFP) is the Professional Body for Financial Planners and the Financial Planning community in the UK.The IFP is the exclusive licensing authority for the CFP, CERTIFIED FINANCIAL PLANNER mark which is an internationally recognised certification awarded to individuals who fulfil the stringent requirements and have been appropriately tested.A CERTIFIED FINANCIAL PLANNER professional is a Financial Planner who has completed a high level qualification and abides by a strict code of ethics. A CFP professional is monitored annually by the IFP to ensure they are keeping up to date and maintaining their knowledge and skill by checking their continuing professional development activities.There are over 126,000 CFP professionals globally including almost 1000 in the UK. The CFP mark is recognised as the global symbol of excellence in Financial Planning
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OwnerForty Two Wealth Management Llp Jul 1995 - Jul 2014Lochinch House, 86 Dumbreck Road, Glasgow, G41 4SnForty Two is an established lifestyle financial planning and wealth management firm based in Glasgow. We deliver highly personalised financial planning and strategic investment advice to clients in Scotland and London.At Forty Two we are PASSIONATE about helping people achieve the life they really want to live; for themselves AND their families.Most financial advisers are trained simply to assess your level risk aversion and then sell their favoured products. At Forty Two we believe that financial planning should be engaging, inspiring, motivational, enjoyable and interactive.
Alan Dick Skills
Frequently Asked Questions about Alan Dick
What company does Alan Dick work for?
Alan Dick works for N/a
What is Alan Dick's role at the current company?
Alan Dick's current role is Soon to be student luthier.
What is Alan Dick's email address?
Alan Dick's email address is al****@****owm.com
What is Alan Dick's direct phone number?
Alan Dick's direct phone number is +4479303*****
What are some of Alan Dick's interests?
Alan Dick has interest in Guitar, Wind Surfing, Bass, Investments, Music, Mountain Biking, Wealth Management, Financial Planning, Tennis.
What skills is Alan Dick known for?
Alan Dick has skills like Investment Advisory, Financial Planning, Financial Advisory, Investment Strategies, Wealth Management, Wealth Preservation Strategies, Comprehensive Wealth Management, Pensions, Inheritance Tax Planning, Asset Allocation, Risk Profiling, Investments.
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