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Alan Tulloch DipFA CeMAP CeRER MLIBF
Senior Financial Planner
Alan is a new member of the Pembroke team. Having returned to the UK from Guernsey, in the Channel Islands, where he enjoyed a highly successful seven years as a High-Net-Worth Wealth Manager with HSBC.
After owning and managing a successful photographic business for 10 years, Alan made the bold move into financial services in 2007. Applying his management and interpersonal skills, Alan has built a successful career as a fully qualified IFA and Bancassurance Adviser.
Try not to become a man of success but rather to become a man of value.
– Albert Einstein
Alan brings a breadth of experience both from an offshore and domestic perspective. Alan has a passion for delivering excellent levels of service and is committed to developing long term relationships and putting clients at the heart of the advice process. Alan is DipFA qualified as well as holding CeMap and CeRER qualifications. He is currently working towards Chartered status.
Away from professional life, Alan has a passion for travelling and discovering new places with his partner Olivia. He also enjoys cycling, keeping fit and watching rugby, football and cricket.
Kath Holloway
A very efficient team always ready to help
Would highly recommend. A very efficient team always ready to help and answer any questions.
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
Trevor Meeking
A personal and professional service
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
Jane Taylor
A fine and professional financial adviser.
I would like to say how grateful I am to you for guiding me through this process from start to finish, always explaining everything very clearly and answering all my questions. You have done a lot of research on my behalf, kept me informed as to progress and come up with the perfect solution for my circumstances. I could not have asked for a better advisor, you have been a star!
Christine Atkinson
The best in the business!
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
