Allan Stobo DipPFS
Head of Wealth Management
Allan joined the Financial Services Industry in 1989 having started his career with a leading Bank. He subsequently worked with a major Life Company and then a National Independent Financial Adviser Firm specializing in investment and retirement planning.
Before joining AGL Wealth Management in 2009, Allan held the position of Senior Private Banking Manger in Glasgow with The Royal Bank of Scotland Private Banking Division.
Allan’s experience includes working with a broad range of clients, from high earning entrepreneurs and professionals to owners and directors of household name companies. Understanding the demand for truly client focused, impartial and bespoke financial planning, retirement planning and investment planning he has long been a proponent of true financial planning aligned with clients’ overall objectives in life as opposed to transactional, sales driven relationships.
Allan holds the Diploma in Financial Planning is a member of the Personal Finance Society and is working towards Chartered status.