Alan Reid

Alan has worked in financial services for more than 20 years and believes that our clients should always be at the centre of what we do.

His areas of expertise concentrate on our private client wealth management, predominately adding value to business owners and clients whose financial needs are often of a more complicated nature which include advising on trusts, investments, personal tax planning and complex retirement planning options.

Alongside his advisory role Alan is responsible for the operational management and growth of W1M Wealth Planning in Scotland and he puts our success down to the focused ethos of the business and working with a great team of highly skilled colleagues.

Alan joined the firm in September 2021 as part of the purchase of Cornerstone Asset Management where he was a founding Partner.