Allan is the Managing Director of Oakglen Wealth (Jersey) Limited and a Director of Oakglen Wealth Limited in the UK. He is also a member of the central Investment Committee.

With over two decades of experience in wealth management and private banking, Allan was one of the founding members of Oakglen Wealth in 2016. He has held senior roles at Credit Suisse, HSBC and Santander Private Banking. Allan is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investments.

He advises high-net worth & ultra-high net worth private clients, as well as family offices, charities and trustees.