Based in Derbyshire, Alan provides wealth management advice to clients around the Midlands, and more widely throughout the North and South of England.
Alan has been a financial adviser for the past 17 years, starting with CIS in 2000, quickly moving into a management position where he was responsible for a team of 10 advisers. Alan moved to Halifax in 2007 to take on a senior financial adviser role and in 2011 he joined St. James's Place, where he now has his own Partner Practice, Beverley Wealth Management.
Alan feels strongly that the relationship with clients is paramount, and he places pride and dedication on developing solid personal relationships with his clients, ensuring he offers a rounded, professional and principled service.
Laura has worked within a St. James's Place Partner Practice for over 4 years as a Practice Administrator and Manager, and joined Beverley Wealth Management in 2017.
With a strong focus on client experience, Laura is the office based point of contact for Beverley Wealth Management.