10/07/24
How “time travelling” as part of your financial plan could help you secure your goals
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On the job
Alan has significant experience in working with clients to help them save efficiently for their retirement.
At AGILITY, Alan helps clients to prioritise and structure their plans to have a tax-efficient income during retirement.
Alan’s areas of specialism are tax-efficient investing, wealth management, workplace pensions, and cashflow analysis.
Off duty
In his spare time, Alan enjoys spending time with his family.
He’d like to do much more travelling around the world, but is particularly fond of the US and enjoys visiting America’s national parks.
Alan also loves a nice dry white wine.
Three little things about Alan...
The proudest moments in my career are whenever an existing client trusts me enough to refer me to a friend or member of their family.
The three things I love most about my job are: helping clients to establish a structure to their financial planning; helping clients be more confident about a secure financial future; and being treated as a trusted family adviser.
The types of people I most enjoy working with are those who understand that my objective is to use my knowledge and experience to help them to the best of my ability.
What clients say
Countless people just like you have benefited from our services over the years. See their comments for yourself in our reviews and client survey results.
92.110%
believe working with us has helped or will help them achieve their financial goals
92.310%
would recommend us to family, friends, or work associates
89.740%
are very satisfied with the speed of response from our support team
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