Alan Dick - Forty Two Wealth Management LLP
Room 6, Ground Floor, Glasgow, G46




(by 0 users)
No meeting requests to date
Blogs (0) / Articles (0) / 760 profile views
Type of Adviser:
Independent
(What's this?)
Top 5 specialisms:
Wealth Management, Financial Planning - Personal, Investment Planning, Lump Sum Investments, Inheritance Tax
Qualifications:
Advanced Financial Planning Certificate, Associate, Personal Finance Society (PFS), Chartered Financial Planner, Certified Financial Planner Licence, Taxation and Trusts, Personal Financial Planning, Business Financial Planning, Pensions
Years as a regulated adviser:
17
Remuneration method:
Fee
FSA Registration Number:
485317 (Check this)


Forty Two deliver highly personalised strategic investment advice to a select number of high net worth individuals and their families.
Whether you have recently received a large sum of money or have accumulated a portfolio of investments over time, we help you make sense of your financial affairs. By working alongside other professionals such as your accountant or lawyer, we deliver a comprehensive wealth management service. We help create a clear coherent strategy allowing you to achieve financial independence and a means of accomplishing what you really want from life. Our clients benefit from totally impartial advice. We believe the only way of truly delivering this is by charging fees for all financial planning and investment advice. Not only is this clear and transparent, it also ensures excellent value for money.Our fees are discussed in detail during our initial free dicovery meeting.


Alan Dick has over twenty years experience in financial planning and is currently principal of Forty Two Wealth Management.
Alan is passionate about financial planning and is one of a few planners in the UK to hold both Certified Financial Planning and Chartered Financial Planning status. He is regularly quoted in the leading financial press including The Financial Times, The Herald, Retirement Planner, City wire etc. He is also in demand as an expert speaker on investments and financial planning for conferences, radio and TV. He is a Director of the Institute of Financial Planning and serves on the Scottish branch committee of the IFP.
When not advising clients Alan is a keen guitarist and bass player having played with Geno Washington, Deacon Blue, and Jim Diamond and was twice nominated for Guitarist of the Year. He is a keen skier and mountain biker.