Alan K. Location
- Peterborough, GB
Alan K. Work
- 2021 - now Retired @ Home
- 2007 - now Independent Financial Adviser @ Oakwood Financial Services
- 2003 - 2007 Director and Adviser @ Keith Williams Financial Ltd
- 2000 - 2003 Independent Financial Adviser @ Cave & Sons Ltd
- 1998 - 1999 Senior Taxation Manager @ i.e taxguard
- 1969 - 1998 Group Taxation Manager @ Barclays Bank Trust Company
Alan K. Education
- Manchester Central Grammar 1962 - 1969
Alan K. Skills
- Savings
- Protection
- Leadership
- Customer Service
- Financial Analysis
- Accounting
- Financial Services
- Residential Mortgages
- Financial Accounting
- Finance
- Strategic Financial Planning
- Estate Planning
- Insurance
- Services
- Life Insurance
- Tax
- Trusts
- Financial Planning
- Funding
- Asset Allocation
- Inheritance Tax Planning
- Marketing
- Mortgage Lending
- Financial Advisory
- Wealth
- Term Life Insurance
- Equity Release
- Financial Reporting
- Pensions
- Investments
- Investment Advisory
- Wealth Management
- Income Protection
- Business Planning
- Management
- Fixed Annuities
- Critical Illness
- Retirement Planning
- Retirement
- Financial Risk
- Investment Strategies
- High Net Worth Individuals
Alan K. Summary
- Alan K., based in Peterborough, GB, is currently a Retired at Home. Alan K. brings experience from previous roles at Oakwood Financial Services, Keith Williams Financial Ltd, Cave & Sons Ltd and i.e taxguard. Alan K. holds a 1962 - 1969 Manchester Central Grammar. With a robust skill set that includes Savings, Protection, Leadership, Customer Service, Financial Analysis and more. Alan K. has 1 emails on RocketReach.
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