about us our wealth planners alan roe
Certified Financial Planner
SQA Level 4 Diploma in Professional Financial Advice
Alan has been advising individuals and business owners since 1991. He set up Warde Graham in 2003 and joined Succession in 2019, where he continues his focus of clients being at the heart of everything he does, combined with the personal touch which Warde Graham was renowned for.
"I have 3 children and 8 grandchildren, I'm a keen sportsman with an interest in golf, curling and cycling - the latter to relax from the frustrations of the others."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.