Paul Allan

Paul has been a financial adviser for nearly 30 years advising private as well as corporate clients to agree their objectives and achieve their goals. The advice has included pensions, investments, protection, trusts and inheritance tax planning as well as later life planning.

Paul joined Wren Sterling in 2017 and is committed to providing independent advice to his clients. To Paul, providing independent advice means to understand a client’s needs, evaluate the right solution to meet their objectives and build a strong client relationship through regular reviews to support them through their financial journey.

Reviews and Ratings for Financial adviser Paul Allan, Edinburgh
Paul Allan