enquiries@carrickfinancialmanagement.net

Alan David Huddart

Alan-Huddart

Alan David Huddart

Independent Financial Adviser

Contacts

07904 501 811
alanh@carrickfinancialmanagement.net

Biography

Alan has worked in financial services for around 18 years after entering the industry at the ripe old age of 35. His roles have been varied in that time and have included, Advisory and specialist roles, sales management and as an area manager. Alan has chosen to specialise in Independent Financial Advice as he sees the benefits this adds for his clients. Alan’s focus has and always will be client based and he takes great pride in the work he provides for his clients. Alan believes that treating his clients as he would expect and like to be treated is a key component in providing quality and sustainable advice.
As a result, a lot of Alan’s current work is from personal client referrals. Alan now finds that, especially within the last two years my time has been focused on pension and protection options. This has been enhanced by the introduction of auto enrolment of which he is a specialist, and we now look after many schemes. Alan focuses on helping his clients achieve their financial goals by listening, involving the clients and when required using the most appropriate tools available to meet their own individual circumstances. Alan has many Chartered Insurance Institution qualifications covering financial planning, Investment, mortgages, Protection and trusts and of course Pensions. Alan is currently working towards full Chartered status.
Alan has a specific interest and specialism in Pensions and protection, whether it is at a personal level or at corporate business level including trust and estate planning solutions.

Three words clients use to describe Alan are;

“Reliable, Honest & Considerate”

When not working Alans interests revolve around his family and friends, Also also likes DIY and loves all sports especially football and enjoying a game of golf weekly weather permitting.