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.
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
Trustworthy, reliable, prompt and totally honest! I will only ever use these guys for my business, they are simply Awesome!
Good service, all options explained clearly, good follow up, kept in touch all the way through to the end of the transaction, very aware of how important this was to their client.