Alan Kinnaird, a business development manager originally from Glasgow, started in Finance in 1987 and his accreditation is “FCSI” (a Fellow of the Chartered Institute of Securities and Investments). Alan now lives in York and is marking his 30th anniversary in the sector where he is now a Portfolio Manager & Relationship Manager. Alan's main expertise is advising clients on the running costs involved in managing a portfolio of investments and handling their investments. 

In a wide-ranging conversation with Dr Ben, Alan talks about how people can look after their physical and mental health at the same time as managing their financial health. He is an expert on topics raised by his many clients over the years, such as * When should I build my wealth check and why? * Why Protection ranks first, investments second * How to carefully select and monitor your first team of dedicated Legal, Banking, Tax & Investment Advisers, plus the subs’ bench * How to save and build wealth without excessive compounding costs * What he has learned from 35 years of investing in funds and ETFs (Exchange-Traded Funds) * How to segregate and protect your assets * Online safety: measures to practise and * 3 steps to building a long-term financial plan. Alan also talks about pensions - and his passion for karate and the Israeli martial art of ‘Krav Maga’! Not a man to be messed with, he holds a black belt.

Hosted on Acast. See acast.com/privacy for more information.