Alan has been in the financial services business since 1989 and Principal of Wall Wealth Management, a Partner Practice within St. James's Place Wealth Management since 2016Our aim is to be our clients' "Family Trusted Advisers". We work with clients who are serious about securing their financial future, specifically people who: · Wish to regularly review their planning· Implement any agreed actions· Keep us well informed; our advice can only… Show more Alan has been in the financial services business since 1989 and Principal of Wall Wealth Management, a Partner Practice within St. James's Place Wealth Management since 2016Our aim is to be our clients' "Family Trusted Advisers". We work with clients who are serious about securing their financial future, specifically people who: · Wish to regularly review their planning· Implement any agreed actions· Keep us well informed; our advice can only be as good as the information we receive· Are strong advocatesAlan specialises in investment, retirement and inheritance tax planning. His clients needs sit firmly at the heart of any advice.Please take a look at our company website which you can find at www.wallwm.co.ukThe Partner Practice 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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives Show less

I was fortunate enough to work with some of the best face to face financial advisers in the UK, acting as both coach and mentor. My own extensive experience of running successful financial services companies and creating great relationships with clients made me an ideal sounding board for some of the top St. James's Place Partners. The lure of advising clients proved too strong and I happily moved back to running my own company and giving clients face to face advice in July 2016.