Advisers - Alan Roe
Position: Director
email: alanroe@wardegraham.co.uk
Alan has been advising individuals and corporate entities for over 15 years, both in the UK and overseas. He set up Warde Graham in 2003 after a successful career in wealth management.
Working closely with clients, Alan puts together holistic financial planning solutions taking time to understand clients’ 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 a strong knowledge and expertise of the full range of Trusts, advising both families and individuals, while keeping up to date with the ever changing legislation.
Alan has three children and is a keen sportsman with an interest in golf, curling and hill walking - the latter to relax from the frustrations of the others.
tel: 0141 331 0660 fax: 0141 331 2992