Our Financial Consultants / Paraplanners
Alan Pereira
Financial Consultant
Alan is a Financial Consultant providing clear and practical advice to help clients make confident financial decisions. He supports individuals and families with pre- and post-retirement planning, investment strategy, and long-term wealth management, ensuring each plan is tailored to their personal goals and circumstances. Alan takes a straightforward and personable style, focusing on building lasting relationships and delivering advice that is easy to understand, transparent, and aligned with his clients’ best interests.
Qualifications
Economics (BSc), Loughborough University, DipPFS, CertPFS (DM & Securities)
Insights by Alan Pereira
Turn the new tax year into significantly extra income
A new tax year is not just a date on the calendar – it is an optimal chance to earn, save and protect more of your money. Cut your 2026/27 tax bill with these core financial planning considerations.
Beyond ESG or green labels: The opportunities, limitations and trade-offs
There are widespread claims that ESG investing positively impacts the climate and society – as well as delivers better returns compared with traditional approaches. But do these claims hold up under scrutiny? Professor Alex Edmans reveals where the reality diverges from the rhetoric.
