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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