Alan joined Raymond James Truro as a Chartered Wealth Manager shortly after the branch’s first anniversary. Alan’s interest in the stock market started at an early age and, in 1994 age 17, he did a week’s work experience at Westlake & Co. Stockbrokers. He enjoyed the experience so much that he returned for a further 3-week stint during his summer holidays.

At the age of 18, Alan moved to London to study Economics at University College London. Post-graduation, following a year at Silver Levene Accountants, Alan saw an opportunity to join a small but rapidly growing company providing services to the booming telecom sector. The role involved doing business in, and travelling to many of Europe’s capitals, and across the Atlantic to New York, Sao Paulo, and Rio de Janeiro.

In 2002, Alan’s passion for learning and adventure saw him return to Brazil where he spent 6-months and completed an Executive Development Program course on Telecommunications at the Business School Sao Paulo.

Later that year, he returned to Cornwall, the county in which he grew up and joined Stockdale Asset Management. Stockdale Asset Management was one of the first branches of Raymond James in the UK. Over the next 20 years, Alan contributed to the branch’s success and was ultimately promoted to the role of Chief Investment Officer.

Alan is a Chartered Fellow of the Chartered Institute for Securities & Investments. He holds a degree in Economics from University College London.

Simon and Alan use their many years of combined experience in constructing and managing portfolios for private clients and their families, companies, charities and trusts throughout the UK.