Alistair takes real pride in helping his clients to work out what they would ideally want for the rest of their lives and building close relationships to work together over the long term. Alistair believes that building a plan to show clients what their financial future might look like under various scenarios helps clients to take control of their financial decisions. This planning then helps to guide the way to the most appropriate investment solutions, so clients know their investments have been put together with their own financial goals and risk profile in mind. Alistair has extensive experience in helping clients improve their relationship with their wealth to maintain the lifestyle they want without having to worry unnecessarily about running out of money.
Alistair holds the designation of chartered financial planner, which is the highest recognition an adviser can achieve and shows a high commitment to ongoing study and professionalism. Having graduated from the University of Leeds with an undergraduate degree in Mathematics and Management Studies in 2001, Alistair has worked in financial services for over 20 years. He holds the advanced qualification for pension specialists and advises clients on pensions and investments as well as estate and tax planning.
When not boring anyone who will listen with all things financial planning, pension and investment Alistair enjoys; spending time with his family, playing guitar, travelling to the coast, occasional golf, and the odd game of chess.
- Financial planning
- Investment management
- Wealth management
- Retirement planning
- Pension consolidation
- Tax planning for high earners
- Tax-efficient drawdown
- Inheritance tax planning
- The Lifetime Allowance
- Protection planning
- Pensions on divorce
- Financial planning for entrepreneurs