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Alan McShane

Paraplanner

After obtaining his degree, Alan had successful managerial roles in retail. Deciding on a career change a few years back to better fit family life he gained his experience and knowledge in a previous position with a national group of IFAs. He further expanded his knowledge of financial services by working with a variety of advisers over many areas including investments, protection, and pensions; continuing to push personal development with ongoing exams to eventually gain the Diploma in Regulated Financial Planning.

  

Away from writing reports and researching financial products, his focus is his family and enjoying days out and holidays, as well as trying out new restaurants or trips to the cinema.

 

Experience

In his role he enjoys understanding the complex and technical area of financial products and helping to explain these to current and potential clients in their suitability letters.

Working closely with Advisers and other Support Specialists to fully understand a client’s needs and objectives and ensure the client receives the best solution.

 

Sector Experience

Pensions (Personal, SIPP, Annuity, Drawdown)

Investments (ISA, GIA,Bonds, Trusts, EIS)

Protection (Whole of Life, Critical Illness, Family protection & Keyman)

Qualifications

BEng Honours Product Design Engineering

DipPFS