Allan Perry
Allan joined Ascot Lloyd in 2006, having commenced his career in financial services in 1987. The years between have taken him to various parts of the world, working with customers, clients and colleagues from over 50 nationalities.
Allan’s broad knowledge base allows him to advise clients on all aspects of wealth management including pensions, savings, investments, health and life assurance and tax planning. He spends much of his time developing valued partnerships with both personal and corporate clients to help them create, grow and preserve their wealth. Allan’s aim is to be a trusted adviser to his clients to support and advise throughout their lives.
With Ascot Lloyd now offering a bespoke investment service called Planit+, Allan’s clients can hold and manage their investments in a tax efficient way. Investors are able to see their entire portfolio at the click of a button, 24 hours a day.
As a member of the Personal Finance Society, Allan commits to the highest standards of professionalism by keeping technical knowledge up to date and adhering to a respected code of ethics. Allan holds the sought-after Diploma for Financial Advisers, but firmly believes that the best advisers are always striving to learn more.
Allan is married to Clare and enjoys golf, snooker, poker, hiking and travelling.
Your life, your money...make it count.
