Alan has been in the financial services industry for over 24 years; he is a Director of Vantis Financial Management and was Managing Director of Numerica Financial Services prior to the merger of Numerica Financial Services with Vantis in 2005.
Alan continues to be client facing and specialises in providing holistic financial planning advice to both individuals and corporations.
His time as a manager and consultant with Schroders provides him with a clear insight into the investment needs of clients; with the recent advent of Vantis Investment Strategies and Alan’s experience in dealing with companies, individuals and non-profit organisations, his experience is ideally suited to understand the requirements of clients.
Alan’s wide experience leaves him ideally positioned to understand the needs and requirements of non-profit organisations.