Alan Roe – Glasgow
As a co-founder of leading independent financial advisors Warde Graham Consulting Ltd, Alan has been advising individuals and corporate clients for over 20 years, both in the UK and overseas. Alan joins Succession group following the acquisition of Warde Graham.
He set up Warde Graham in 2003, having enjoyed a very successful early financial services career working with the Prudential and gaining significant investment experience working abroad advising expatriate clients across South East Asia. Before establishing his own company, Alan also worked as a Senior Consultant with one of Glasgow’s leading IFA practices.
Working closely with his clients, Alan provides a range of comprehensive financial planning solutions taking time to understand their business, individual and family needs. Many clients are referred by solicitors where tailored advice is a priority to mitigate Inheritance Tax and plan for long term care provision. Alan has extensive knowledge and expertise of the full range of Trusts, while keeping up to date with ever-changing legislation.
Alan has three children and seven grandchildren and, in his spare time, is a keen sportsman with an interest in golf and curling. He’s also a reluctant gym member but appreciates the need for fitness to keep up with an ever growing clan.