Alan joined R.A. Armitage in 2010, which became Lync Wealth Management in 2023. He holds a Level 4 Diploma in Financial Advice and provides guidance on investments, pensions, and protection. He is also licensed to advise on specialist investments such as Enterprise Investment Schemes and Venture Capital Trusts.
Before entering financial services, Alan enjoyed a successful career in the golf industry in and around London. After 35 years, he decided to make a change and pursue a new path. Having grown up in Teignmouth, he was keen to return to his roots and enjoy the stunning scenery of the West Country once again.
Alan is passionate about helping clients achieve financial security. His approachable manner and experience teaching golf help him explain complex financial products in a way that clients can easily understand.
Now settled in Exeter and well-established in financial advice, Alan brings the same high level of service to his clients. He is also a keen cyclist.