Alan Wilson
Financial Planning Consultant DipPFS in Edinburgh
A little bit about Alan
My passion is helping clients achieve their own, personal financial goals. I will take the time to fully understand your own circumstances and financial needs, as well as establishing what is important to you, in order to offer a truly bespoke, tailored advice service.
I have extensive experience of building and growing long-term client relationships having worked in the financial industry for over 20 years. I take pride in providing a truly holistic financial planning service, providing advice in areas such as Pensions and Retirement Planning, Investments, Individual and Business Protection and Estate planning.
Start the conversation
Speak to me if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today
An adviser’s insight
Enjoy the feel-good factor of a financial spring clean
With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.
I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.
We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family.
Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term.
Click on the contact me today button at the top of my profile to discuss how I can help you.
Services
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Certificate in Pension Transfer Advice
- Level 4 Certificate in Pension Transfer Advice develops the in-depth knowledge and practical skills by anyone seeking to advise on the transfer of safeguarded benefits, an increasingly important part of the advice process following the Government's pension reforms.
Location
Alan Wilson's location
Alan is located in East Calder and offers expert financial advice to suit your needs.
I also offer services in the following areas:
I also offer services in the following areas:
- West Lothian
- Edinburgh
- Falkirk
- Fife
- Central Scotland
More about me
Outside of work, I am a fan of most sports. I have two young daughters whose dance classes take priority but, when time permits, I enjoy golf, football and rugby.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.