Alan Herbert - Senior Financial Associate


Alan Herbert

Senior Financial Associate

With a proven track record, and specialised knowledge in wealth accumulation, cross-border investment management, and enhancing financial wellbeing through expert, personalised advice.


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.

Why Lawsons Wealth

At Lawsons Wealth, our mission is to help you achieve your dream life through bespoke financial strategies designed to grow your wealth, protect your family’s future, and ensure a comfortable retirement. Our team of internationally recognised Independent Financial Advisors (IFAs), including Alan Herbert, offers unbiased, expert advice, empowering you to make informed decisions that suit your unique professional and personal circumstances.

Why Lawsons Wealth

Expert Qualified Advice

Alan Herbert’s comprehensive expertise in Retirement Planning, Fixed Income Investments, Inheritance Tax Planning, and Equity Portfolios positions him as a leading financial planning and wealth management adviser. His services at Lawsons Wealth include:

  • Retirement Planning
  • Fixed Income Investments
  • Inheritance Tax Planning
  • Equity Portfolios
  • Personalised Financial Strategies
  • Comprehensive Financial Planning
  • Regular Strategy Reviews
  • Client-focused Investment Management
  • Direct Engagement with the Financial Advisory Team

What Alan's Clients Say

Alan Herbert's professionalism and dedication have restored my trust in financial advisors. His integrity and sound financial advice are truly commendable. Thank you, Alan, for your unwavering support.

Oksana Barraez

Alan Herbert's expertise and patience in explaining investment options have been invaluable. His advice has led to substantial returns, even in challenging economic conditions. Alan's efforts are highly appreciated.

Sunil Manazhy

Alan's regular reviews of my pensions and investments have been instrumental in ensuring my financial security. His detailed analysis and advice are why I feel confident having him as my advisor.

Graham Gates

Contact Details

Alan Herbert

Phone: +41 41 508 70 11

Mobile: +971 5 851 69416


Address: Rue Neuve-du-Molard 19, 1204 Genève, Switzerland

We give you the freedom to live the life you want

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