About the Business
Allan has over 30 years experience in financial services and has been an Independent Financial Adviser (IFA) since 1991, specialising in providing high quality financial planning advice to doctors, dentists, NHS staff and all non-medical professionals. Prior to creating Medical Wealthcare Allan was employed by BMA Services and Medical Insurance Agency in both advisory and management roles. He is qualified to Advanced Financial Planning Certificate level and ensures that his knowledge remains at a high level by following a thorough CPD programme and undergoing regular, independent assessment.
Therefore you are guaranteed to receive quality, up to date advice at all times. Confirmation of Allan's professional standing, issued by The Chartered Insurance Institute, can be found here. Allan is a member of both the Chartered Insurance Institute and Personal Finance Society by examination.
Location & Hours
Maghull, Liverpool
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Office
Medical Wealthcare
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Maghull, Liverpool, Maghull,
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