Alan Merredew

MLIA (Dip), CeFA, CeMAP Financial Planning Consultant
Wareham Dorset

Alan has enjoyed a long career in Financial Services. Over the years he has been an Inspector, Sales Representative, Branch Manager, Financial Advisor and Senior Consultant for well known brand names including: Australian Mutual Provident Society, Allied Dunbar and Albany Life, Pearl Assurance and Canada Life. Alan then became an Independent Financial Adviser for the Lighthouse Group, Worldwide Financial Planning Limited, and Alpha Associates before joining Charles Derby where he now provides his clients with an exceptional service and advice to help them to plan for their futures.

The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Medical
Private medical arrangements
Critical illness insurance

Income
Permanent Health Insurance, aka Income Protection
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