Alan Walsh Email
Managing Director @ Financial Affairs Limited
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Alan Walsh Location
- Grassington, England, GB
Alan Walsh Work
- Managing Director @ (June 2022 - Present)
- Financial Adviser @ (June 2014 - Present)
- Head of Client Advice @ (June 2020 - November 2022)
- Financial Services Manager @ (March 2015 - June 2020)
- Financial Planning Consultant @ Pearson Jones PLC (January 2013 - May 2014)
- Associate Consultant @ Pearson Jones PLC (November 2011 - December 2012)
Alan Walsh Education
- The University of Hull
Bachelor's Degree (History)
2003-2006
Alan Walsh Skills
- Leadership
- Estate Planning
- Financial Advisory
- Financial Planners
- Accounting
- Pensions
- Fixed Annuities
- SIPP
- Retirement Planning
- Critical Illness
- Business Analysis
- Individual Pension Plans
- Asset Allocation
- Income Protection
- Strategic Planning
- Strategy
- Wealth Management
- Strategic Financial Planning
- Savings
- Microsoft Office
- Investment Strategies
- Personal Financial Planning
- Management
- Personal Finance
- Inheritance Tax Planning
- Retirement
- Employee Benefits
- PowerPoint
- Sales
- Project Planning
Alan Walsh Summary
- Alan Walsh, based in Grassington, England, GB, is currently a Managing Director at Financial Affairs Limited. Alan Walsh brings experience from previous roles at Financial Affairs Limited and Pearson Jones PLC. Alan Walsh holds a 2003 - 2006 Bachelor's Degree in History @ The University of Hull. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Financial Planners, Accounting and more. Alan Walsh has 1 emails on RocketReach.
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