Areas of expertise
- Extensive knowledge of Collective Investment Funds
- Platform and Wealth Management expertise
- Retail distribution models
Allan has over 15 years experience in financial services working with some of the largest providers in the Pension, Platform and Asset Management industries.
With experience in designing and leading propositional development, senior account management and business development, he brings a broad range of knowledge and experience with him.
He has valuable ACD experience from his time within the field of trustee and depositary, as well as extensive knowledge of the retail market and its’ distribution channels.
Allan is responsible for designing and implementing the business development strategy for the business and is happy to support you with any new business enquiries
- CISI Investment Administration Qualification (IAQ)
- CII Certificate in Financial Planning (CFP)