Alan is a qualified Actuary with over 30 years’ experience of the financial services industry split between the UK and South Africa. He has spent most of his career in a corporate environment where he has held a variety of strategic and management positions while consulting to Employers and Boards of Retirement Fund Trustees, primarily relating to retirement fund matters.
Alan has an in-depth knowledge of Defined Benefit pension schemes and investments and holds the necessary qualifications to advise on pension transfers, in addition to more general financial advice.Alan is married with 3 children and has a keen interest in sport and current affairs. After moving back to the UK in 2013, Alan has traded his regular hikes up Table Mountain for jogging around Hampstead Heath.
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection