“A lot of my job centres around building trust and developing empathy. It’s about helping families achieve their financial security and aspirations- what could be more worthwhile than that.”
- Locations
- Glasgow
Alan is Head of the Financial Planning team in Glasgow and helps develop holistic plans for a range of clients including high-net-worth individuals and families. He advises on a range of issues such as wealth preservation and helping business owners plan for retirement. A particular area of expertise is intergenerational tax planning, cascading wealth from older to younger family members.
Alan began his financial services career in 2000 at Abbey National as a Financial Advisor before taking on the same role at Bradford & Bingley in 2002. Two years later he joined Argyle Consulting Limited, where he became a Chartered Financial Adviser and remained there until joining RBC Brewin Dolphin in 2015.
Since becoming Head of Financial Planning in 2019, the financial planning team has become a key driver in the success of the Glasgow office, which is one of the fastest growing in the RBC Brewin Dolphin group. He is a Fellow of the Personal Finance Society.