0330 038 8940
Based in Glasgow
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: March, 2024
5 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: 15 March 2025
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
113
Recent Client Reviews
Alan has received 113 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alan has received 113 client reviews in the past 12 months; 100% of these have been verified
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: 14 March 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.
4
Qualifications Uploaded
Alan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Alan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
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: 15 March 2025
Alan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
113
Recent Client Reviews
Alan has received 113 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alan has received 113 client reviews in the past 12 months; 100% of these have been verified
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: 14 March 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.
4
Qualifications Uploaded
Alan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Alan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Alan is an experienced Independent Financial Adviser with over 23 years experience in the UK Financial Services Sector. Having enjoyed success in many previous roles I established Financial Succession Ltd in 2021 with full regulatory approval. Our business has been wholly built on client referrals which we believe is testament to the high levels of service that we strive to deliver It has been a privilege helping people achieve financial security for many years and this remains my number one goal. Areas of expertise include retirement planning, retirement income, investment planning and estate planning. My financial plans are robust, bespoke, clear to understand and more importantly regularly monitored and reviewed to ensure everything remains on track.
Offers available through VouchedFor
Contact Alan 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 Alan's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.