0330 038 8941
Based in Bury-Saint-Edmunds
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FCA Regulated
Alwyn and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 March 2025
Alwyn and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Alwyn has not received any client reviews in the past 12 months
Alwyn has not received any reviews in the last 12 months
Alwyn has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Alwyn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Alwyn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Alwyn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Alwyn has provided information on their typical fees
Alwyn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Alwyn and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 10 March 2025
Alwyn and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Alwyn has not received any client reviews in the past 12 months
Alwyn has not received any reviews in the last 12 months
Alwyn has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Alwyn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Alwyn has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Alwyn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Alwyn has provided information on their typical fees
Alwyn has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
I am a Chartered & Certified Financial Planner and investment manager who helps people achieve their life goals by providing holistic advice on their finances. By creating a lifetime cash flow model, I help people see and understand their own financial situation better. As well as providing independent financial advice I manage investment portfolios on a discretionary basis. As a pension transfer specialist, I provide advice to people looking to transfer their final salary (defined benefits) pension schemes. As well as this, I have in depth knowledge of the NHS Pension scheme having helped several doctors with their retirement plans. Prior to joining the profession, I studied Aeronautical Engineering at the University of Bristol before taking a year out to travel around Australia. I am married with four children, who take up most of his spare time. As a Welshman, he is rugby mad and helps out as a junior’s coach at the local rugby club.
Offers available through VouchedFor
Contact Alwyn through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Alwyn's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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