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

Alan McWilliam

Role:

Senior Paraplanner

Email Address:

Telephone:


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Alan McWilliam


Overview

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.


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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.

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