“Trust sits at the heart of everything I do. I want clients to feel supported, understood and confident, knowing their plan is working quietly in the background, while they get on with doing the things they love.”
- Locations
- Manchester
- Phone number
- 0161 214 5542
Alistair provides holistic financial planning to clients at all stages of life. He enjoys working closely with individuals and families, taking the time to understand what really matters to them and building long-term relationships based on trust.
Having worked in financial services since 2019, he began his career as an Investment Specialist at AJ Bell before joining RBC Brewin Dolphin in 2021. Since then, he has gained broad experience across wealth management, supporting clients with a wide range of financial planning needs.
A member of the Personal Finance Society, Alistair achieved Chartered Financial Planner status in 2024. He specialises in cash-flow modelling, helping clients gain clarity and confidence around their long-term goals, alongside advising on retirement, investment, income and tax planning. His approach focuses on clear, practical advice that supports good decision-making over the long term.