Alan Shanahan
DipPFS
I will offer face-to-face personalised advice tailored for you or your company’s needs. I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, wherever your priorities lie. This service is offered to personal clients and small to medium size companies in need of quality advice, service and support.
About
I have been working in financial services for over 35 years now, as a sales consultant, business development manager, training and compliance manager and for the last 22 years as a Partner within St. James's Place running my own Practice.
I don’t pretend to be a specialist on all areas of finance, but through the St. James's Place Partnership I am able to call upon the expertise and knowledge of a wide range of specialists with my clients' best interests at heart.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 07/10/2022
The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
