AUTHORISED FOR INVESTMENT BUSINESS
Profile
Allan has been in financial services since 1970 and previously ran his own financial services Company. In 2003, Allan successfully integrated his clients into Joseph R Lamb. He specialises in providing advice in the areas of pension options both prior to and at retirement, portfolio investments and inheritance tax planning.
Qualifications
FPC1 Financial Planning Certificate paper 1
FPC2 Financial Planning Certificate paper 2
FPC3 Financial Planning Certificate paper 3
MAQ Mortgage Advice Qualification
SV1 Savings and Investment
CF9 Pensions Simplification
Telephone: +44 (0) 1268 749 880