• Criffel
  • martyn
  • bridge
  • River bridge
  • bridge 2
  • bridges
  • Countryside
  • Solway
  • town
  • martyn 4
  • arch
  • River
  • bridge 3
  • sun
  • criffel
  • loch 2
  • loch Kindar
  • view
  • Crichton
  • new brig
  • brig
  • beach 2
  • beach
  • Abbey
  • Castle
  • caul
  • solway
  • Martyn 1
  • sky and top
  • big sky
  • hill
  • hill2
  • Field
  • Crif
  • Abs
  • martyn 2
  • island
  • castle Carlisle

Alan McWilliam


Senior Paraplanner

Email Address:


Alan McWilliam


I joined AFL Financial Planning Services in January 2006, having previously achieved success as a financial adviser with Royal London and CIS. At AFL, I enjoy working for a dedicated team, whose philosophy is to put clients at the forefront of its work ethic. The challenges of building up a substantial client base and achieving Diploma status while at AFL have given me immense job satisfaction.

In recent years, it has become apparent that my strength lies in the quality of my work in relation to product researching, creating financial reports and compliance issues. With this in mind, I took on the role of Paraplanner in November 2013 I am now behind the scenes, providing the vital link between my team of advisers and the needs of their clients.

I have recently become a "Dementia Friend" by completing dementia awareness training through Alzheimer's Scotland.

On a personal level, I have been married for many years but still manage to visit the golf course regularly. I also recently branched out as a DJ and do so at parties for all ages.

What our clients say about us


We're supporting Dementia Friends Scotland

Advice for Life Financial Planning are proud to support Dementia Friends Scotland.

Advice for Life Financial Planning is a trading style of AFL Financial Planning Services Limited which is an appointed representative of Quilter Financial Limited which is authorised and regulated by the Financial Conduct Authority.

We're supporting Football in the Community

Proudly supporting football in the community. Bringing business together through youth football.