Throughout his career, he has developed extensive expertise in retirement and investment planning, helping clients build and preserve wealth while planning confidently for the future.
He became a Chartered Financial Planner in 2021 and was admitted as a Fellow of the Personal Finance Society (FPFS) in 2022, reflecting his commitment to the highest professional standards. Alistair has particular expertise in retirement planning, investment planning, inheritance tax planning, trusts, business reliefs and intergenerational wealth planning.
Alistair is passionate about helping clients achieve their financial goals through carefully tailored advice and long-term planning. He focuses on providing bespoke solutions that bring clarity to complex financial matters and help clients make informed decisions with confidence. By understanding each client’s personal circumstances and objectives, he creates strategies designed to support both current and future generations.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.