Alasdair at work
Alasdair joined us in 2011 as a trainee.
He is an award-winning CFP™ Professional and Chartered Financial Planner and holds the Certificate in Discretionary Investment Management, as well as being a qualified coach and mentor. He is now managing director and sits on our investment committee.
Alasdair has expertise in pensions and investments, with a particular passion for lifetime financial planning. He is an accredited Retirement Planning Specialist and Later Life Advice Specialist and is authorised to deal with Final Salary and Defined Benefit pension transfers.
Alasdair is an active contributor to the wider financial planning profession. He chairs the influential Expert Practitioner Panel at the Personal Finance Society, which supports and shares best practice across the sector and pushes for higher standards and better consumer outcomes.
In 2020 Alasdair won the prestigious “Hero of the Year” award from Nextgen Planners, for services to the financial services community.
Alasdair at home
Alasdair lives in the village of Barrow upon Soar, where he’s involved in the local community.
He and his wife Melissa enjoy taking their two young children Elliot and Adeline around the county to explore. They both love being outdoors, so whether it’s adventuring up Beacon Hill or heading to a local adventure playground, that’s where you’ll find them at the weekend. He has also made sure to introduce them to the coffee shop scene as early as possible, although it’s strictly “Babyccino” (a cup full of warm foamed milk) for the little ones!
Before the children came along, Alasdair was a self-confessed collector of hobbies, having dabbled in combat sports, weightlifting, cycling, running and archery! He has tried collecting less of them more recently, but enjoys keeping fit with cycling, judo and, in his own words, “lifting heavy things up and putting them down again”.
When holidaying, you’ll find Alasdair and his family near at least one good theme park, or a countryside adventure.
Alasdair in the spotlight
On an ideal weekend, you can find me:
On a family outing, taking Elliot and Adeline out and about discovering the world.
When the dessert menu arrives, I’m looking for:
My favourite part of the day is:
The time when it is unreasonably early to wake up but I’m awake anyway, and it feels like I’ve discovered a secret time zone that nobody else has.
In the film adaptation of my life, I hope to be played by:
Somebody far funnier and more attractive than I am.
My proudest moment was:
The days that Elliot and Adeline were born, and I didn’t even do any of the heavy lifting. See Rob’s profile for more information!
The three words my colleagues would use to describe me are:
Techy, loud, caffeinated
I turn the radio up when they play:
Just about anything that has never seen the top 40
My favourite holiday is:
Somewhere with lots to do, preferably a theme park nearby, and with good company
Finally, some important information
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Alasdair’s entry by clicking here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). Again, consumers should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Alasdair’s.
Alasdair was happy to talk round the subject without my committing to his services. He quoted a reasonable fee and outlined clearly what he would do for this. His advice was provided in a detailed but clear report. I liked the fact that whilst his report presented the pros and cons of my proposed transaction, it presented clear unambiguous advice. Because I was paying a fee he had no vested interest in whether I proceeded or not.
We have worked with Alasdair’s company for some years. He made an excellent presentation to my employees on a new pension scheme we are transferring into. He was universally praised as clear, honest, persuasive and spoke to people in language that they fully understood. One employee who was very much against pensions as a concept certainly softened his attitude and may join the scheme. All others confirmed that they were happy with the scheme.
Alasdair was very professional. He gave me plenty of time to understand my position related to my finances and he was very clear about the risks I would incur if I proceeded with my own ideas. He was very empathetic and concerned about the future of my finances.