Alan Herbert is a distinguished Senior Financial Associate at Lawsons Wealth with impressive qualifications, including the CISI Level 3 in International Investment Planning, the DipFA, and the Series 65 U.S. Investment Advisor Representative certification. Specialising in Retirement Planning, Fixed Income Investments, Inheritance Tax Planning, and Equity Portfolios, Alan brings a wealth of expertise and a proven track record to the table.
Alan’s journey in the financial sector spans over 12 years of working internationally between the UAE and the UK, contributing significantly to his deep understanding of the global financial landscape. Now based in London, he continues to provide exceptional service to a diverse clientele, leveraging his extensive experience and specialised knowledge.
Alan holds a notable reputation for his dedication to delivering high-level qualifications and exceptional service, earning him the Top Newcomer Adviser and Exceptional Adviser awards at his previous IFA firm. His career highlights are a testament to his commitment to excellence and ability to impact his clients’ financial well-being positively.
What sets Alan apart is his passion for meeting people from various backgrounds and sharing his expertise in financial markets and instruments. His approach has enriched his professional life and made a significant difference in the financial positions of those he advises.
