Alan Wall Email & Phone Number

I have gained over three decades of experience working in the financial services industry. In 2016, I was appointed as the Principal of Wall Wealth Management. Then, in 2023, I merged my practice with Eight Wealth Management Ltd, a Principal Partner Practice of St. James's Place, to augment our back-office facilities and join a highly dynamic team.I take great pride in working with clients who are dedicated to securing their financial future. My professional objective is to deliver customised advice to meet their unique requirements. To ensure that we provide the best service possible, I encourage my clients to undertake regular reviews of their planning, implement agreed-upon actions, and keep me informed. This approach enables us to provide advice that is always current and accurate.My proficiency includes investment, retirement, and inheritance tax planning. As a financial advisor, my top priority is to provide tailored advice to my clients and to ensure that any recommendations given are in line with their specific needs. It is an honour to be a trusted advisor to my clients, and I am excited to continue assisting them in achieving their financial objectives.Eight Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 10/04/2024

Listed skills include Wealth Management, Financial Services, Coaching, Management, and 18 others.