Alan Weston Dip PFS

Alan Weston Dip PFS

Private Client Director

Who do I work with?

I work with long established private client referrals. Over the years I have established a very loyal following which enables me to fulfil planning goals by passing money down through the generations in a tax efficient manner.

Through a very personal and tailored approach, I help my clients fulfil their personal aspirations in regard to their own needs and the needs of the wider family. I have client relationships going back over 30 years. Building these relationships on trust and integrity makes my work extremely rewarding and fulfilling.

About me?

I joined HFMC Wealth in 2023, having previously been the owner of Weston Cummins which I founded in 1990.

I am married with two children and two grandchildren and live in Hampshire.

Contact Info

Location London
Specialisms Holistic Wealth Planning, Retirement Planning, Estate & Succession Planning
Qualifications Diploma in Financial Planning (RQF Level 4)
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