Alan Wall
Eight Wealth Management, Principal Partner of St. James's Place
Minimum savings/pensions: Over £50,000
0330 038 8942
Based in Farnborough
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 March 2025
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
41
Recent Client Reviews
Alan has received 41 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alan has received 41 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Alan has not yet added their qualifications to their profile
Transparent Fees
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Alan has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alan (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Alan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alan (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 25 March 2025
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
41
Recent Client Reviews
Alan has received 41 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alan has received 41 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Alan has not yet added their qualifications to their profile
Qualifications not yet added
Alan has not yet added their qualifications to their profile
Transparent Fees
Alan has not yet added their fees to their profile
Fees not yet added
Alan has not yet added their fees to their profile
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alan (based on 7 first impressions)
100% of users who are not yet clients had a positive first experience with Alan
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alan (based on 7 first impressions)
Alan has been in the financial services business since 1989. With Alan's expertise, you can rest assured that your financial future is in good hands. His focus on investment, pension, and inheritance tax planning means he can help you make informed decisions about your finances. By creating a comprehensive goals-based financial planning document, Alan provides a clear roadmap that you can use to navigate your financial journey. During review meetings, this document becomes an interactive discussion point, allowing you to stay on track and adjust as needed. Taking the opportunity to expand and merge his business, Alan has joined Eight Wealth Management Ltd with the principal focus on ensuring he maintains a trusted relationship with his clients and their families. His client's needs sit firmly at the heart of any advice. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£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 Alan's clients
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