Alan is a reliable FA who has helped us greatly back when we knew nothing about investments or insurance. He has provided reliable and trustworthy advice and offered options tailored to our needs at the time. With him, we feel reassured for the future and have no worries about letting him handle our finances.

Alan is knowledgeable and able to provide helpful analysis and comparison of different insurances across competitors. He is also honest in giving his advice.

Alan is professional, clear and articulate in his explanation of the different plans.