Alan has been involved in the retail financial services sector ever since the bribe of a white XR3i company car tempted him away from his chosen profession as a Cartographic Engineer. After two decades managing and building distribution across the UK, Europe and a small time in the US, he crossed over into the advice world in 2006.
Since then he has held numerous senior positions, including being the founder of a planning and investment management firm, with a constant focus on ensuring that the drive towards improved consumer outcomes is always forefront.
He believes that there is a symbiotic relationship between price, transparency, simplicity and efficiency and a better served consumer. And those firms that embrace and adopt these key tenets will also benefit from improved financial performance.
Shareholder success should come from doing things better, not at the expense of the customer.’