Allan's primary focus is the provision of wealth management services to high/ultra-high net worth Channel Islands and UK RND private clients and family offices.

Allan has more than 15 years' experience in private banking and wealth management and has previously worked at Credit Suisse, HSBC and Santander Private Banking.

He is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager, holding the Diploma in Financial Advice and the Private Client Investment Advice and Management qualifications.

Contact Details

Market: Channel Islands & UK
Location: Jersey
Telephone: +44 (0)1534 709597