Chartered Financial Planner, Co-founder @ifswp, Fellow of @pfsconf. Know a bit about pensions & money matters. Spurs fan, Proud dad to twins👶🏻👶🏻

Joined November 2013
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15 Jun 2021
And it’s a wrap folks! Filming for the @BBCTheOneShow with @Mattallwright. What an experience. Thank you!
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A very kind gesture from our client. Thank you so much! It might be all gone before Christmas 😊
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Alan Chan retweeted
22 Oct 2022
'Rishi Sunak isn't even British!' Sangita Myska eviscerates this racist caller who says Tory party member won't vote for Sunak because 'he doesn't represent Britain'. @SangitaMyska
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18 Feb 2022
Hey @RLpensions, you might want to double check this. The answer is definitely £40,000 but I’ll just choose the wrong answer to get my CPD certificate 😒 - Tax Year End: five common issues.
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Alan Chan retweeted
This is just…we don’t even know where to start with this. We are doing our absolute best to keep our heads above water and save as many lives as possible. And then we log on to see this. If you support us and the NHS staff who will be watching this please will you RT & follow?
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Alan Chan retweeted
Planners…who is your SPS currently from? Please RT and share!
75% CII/PFS
20% CISI
5% Other - please comment
101 votes • Final results
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14 Oct 2021
✅PI renewal form completed and sent off. Now I need a good cuppa 😓
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Alan Chan retweeted
I’m very chuffed to share the good news that I’ve just passed @CISI’s Level 7 Financial Plan Case Study with an overall mark of 89%. After I complete some formalities with CISI, shortly I will also hold the globally renowned CFP™ certification! I’ll be celebrating this weekend😁
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Alan Chan retweeted
Calling Advisers PFS luminaries/past presidents including @reidremoney @nickbamford @sharonsutton99 seek members help to disrupt CII plans to deregister PFS It needs your (online) vote at the CII AGM More details here: thepfssolo.com Your vote counts Please RT

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11 Jun 2021
Winner of the Citywire NMA Fantasy Premier League 2020/2021 and received a lovely surprise gesture 🏆🍾. Well done to Paul & Tom for placing 2nd & 3rd. What a season! Looking forward to the next one. Thank you @NewModelAdviser @Citywire @GMorrellCW citywire.co.uk/new-model-adv…
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Alan Chan retweeted
Another matchday and more abhorrent racial abuse suffered by one of our players. This has again been reported to the platforms and we shall now undertake a full review alongside the Premier League to determine the most effective action moving forward. We stand with you, Sonny.
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22 Mar 2021
Does your principal firm @M7TEO know about your unregulated offshore investment proposals to clients? Being part of a regulated UK firm I suspect this could worryingly be a repeat of LCF scandal
I’m not giving advice, I was only making references using allowances effectively for tax-efficient purposes. The wealth management aspect of my job isn’t related to regulated wealth management, it’s related offshore wealth management, not UK FCA regulated wealth management.
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Alan Chan retweeted
Good summary of drawdown risk from @amyyaustinn including comments from @alanchanifa and @RedCircleFP
Too much, or not enough: the risks of drawdown on.ft.com/3ttNStj
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14 Mar 2021
Gets booked twice and sent off. Hero to villain in 60 minutes 🤣🤦🏻‍♂️
14 Mar 2021
Oh my word. Lamela take a bow. #THFC #COYS
14 Mar 2021
Oh my word. Lamela take a bow. #THFC #COYS
10 Feb 2021
Applying to a nursery for my two little ones...the application form is probably longer than my mortgage application was and not to mention the number of documents I need to provide too 😅
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Alan Chan retweeted
14 Jan 2021
I’m dead.
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Alan Chan retweeted
The FCA has warned consumers of the risks of investments advertising high returns based on cryptoassets.
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