Areas of expertise
Dealing desk; execution-only; private client investment management.
Alan is normally the primary point of contact for execution-only transactions, as well as providing execution-only services for clients who make their own investment decisions, or those who require swift execution of their orders.
He joined Smith & Williamson in 1980 and was part of the firm’s dealing team. He was a senior dealer for 15 years and head of dealing from 2005 to 2010. He was appointed associate director in 2008.
Alan also manages non discretionary accounts as part of Jonathan Cunningham’s team.
Chartered Member of the Chartered Institute for Securities & Investment (CISI).