Alan is a fully qualified Financial Adviser, holding the CII Diploma in Regulated Financial Planning (RQF Level 4), which meets the FCA’s qualification requirements for retail investment advisers. He has over 30 years’ experience in the financial and banking sector, including within senior management and supervisory roles, and has been with Gary Walker Wealth Management since March 2024.

Alan’s role includes maintaining relationships with existing clients as well as expanding the business further with new client acquisition by offering holistic wealth management. He prides himself on high levels of service to his clients and is committed to building long-term relationships with both individuals and business owners. More recently, Alan has also committed time to delivering the company’s Financial Education programme to schools and workplaces.

Outside of work he enjoys watching football, playing golf and gaming with his son William.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.