Allan has worked in Financial Services since 1999 and joined Wren Sterling in 2016. He works with a wide range of private clients looking after investments, pension planning and protection. He focusses on building long term relationship with his clients, helping them reach their goals and aspirations through careful holistic financial planning.
More recently he has been working with corporate clients with a focus on protecting their business against the traumatic loss of a director or key person or investing the business’ excess capital for growth.
With Allan’s honesty, integrity and friendly manner he works closely with clients to build and protect wealth through life’s financial ups and downs.