Alan is responsible for supporting the more technical and complex aspects of financial planning at SRB Financial Planning. With a strong focus on detail, accuracy, and analytical thinking, he helps ensure advisers and clients benefit from thoroughly researched and well-structured planning recommendations.
Working closely with the advisory team, Alan plays a key role in developing robust financial planning solutions and maintaining the high standards expected across every client relationship.
Before moving into financial services, Alan built a long and successful career in retail management. He later transitioned into paraplanning and has now worked within the financial services industry for more than eight years, bringing both commercial experience and technical expertise to his role.
Outside of work, Alan enjoys trying to outdo his 11-year-old son with increasingly terrible dad jokes and has recently taken up writing in his spare time.
