Alan Whitehead

DipFA, CeMAP Financial Planning Consultant

Alan is a very experienced Financial Planning Consultant who specialises in mortgages and their associated protection products. He is diploma qualified to assist and advise on pensions and investments to ensure his clients are achieving their financial goals for now and the future.

Away from the office Alan runs a local football team and likes to travel especially to the Almeria region of Spain.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Portfolio planning
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Personal Pensions
Company schemes
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Private medical arrangements
Critical illness insurance

Permanent Health Insurance, aka Income Protection