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)

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