Alan is an experienced Financial Planning Consultant with over 25 years in the financial services industry. Most recently having worked for the last 15 years with the Royal Bank of Scotland as a Senior Corporate Financial Consultant. Alan has only just recently joined AD+ financial and brings a wealth of experience and expertise particularly in the areas of Pensions, Business Protection, including Key-man Cover, Director/ Partnership protection and tax planning for businesses.
As well as providing advice relating to businesses, Alan is also experienced in all areas of personal financial planning, allowing him to take a completely holistic view of his client’s requirements no matter what their situation is. Alan is currently working towards achieving Chartered Status within the financial services industry.
Away from the office, with 2 two grown up children, Alan now has time to pursue some of his own pastimes and hobbies. Alan’s interest include attending live music events and to take away the stress of day to day living, Alan is a keen advocate of the benefits of Bikram Yoga which he attends regularly.
Matthew has in excess of 18 years’ experience within financial planning, including as part of a global professional services firm in Australia for over six (6) years prior to relocating with this position to the United Kingdom where he has been for more than 12 years since operating across similar roles.
Finance related qualifications include a Bachelor of Commerce from the University of Queensland, the Advanced Diploma of Financial Services (Financial Planning) in Australia, and the Diploma in Financial Planning through the Chartered Insurance Institute (CII) in the United Kingdom.
Dedicated to fulfilling his client’s objectives, Matthew provides a holistic and personal service with a genuine willingness to assist as much as he can regardless of the background involved. This empathetic approach has put Matthew in the fortunate position of being a truly trusted advisor to his diverse range of clients.
When not in the day job, Matthew enjoys spending time with family whether that be in an art gallery, eating food he would never be able to cook, or heading off to a destination on literally the road less travelled that is often non-existent!
Angela McKendrick has over 3 years’ experience working with ad+ financial.
Prior to that she worked for 24 years in ad+ accountants – our sister company.
She joined ad+ financial in 2015 to manage the team and has been involved in the expansion and progression of the company and works closely with the team.
Angela’s experience comes from her twenty four years growing and controlling the complete administration function in ad+ accountants together with her expertise in being the financial controller of that business.
Angela enjoys spending time with her family, walking and socialising with friends.