Alan Whittle

With 20 years experience in financial services, Alan is committed to seeing financial planning develop as a trusted profession. After working as both a Paraplanner and Compliance and Money Laundering Reporting Officer, Alan set up Unburdened Limited in 2019 to spread knowledge, ideas and know-how that changes financial planning for the better. Alan is a Chartered Financial Planner and Fellow of the Personal Finance Society. A firm believer in the value professional bodies working together, Alan is also a Chartered Member of the Chartered Institute for Securities and Investments and a member of both the Chartered Banker Institute and CFA UK. Alan has previously served as the President, Education Secretary and Careers Officer of the Aberdeen Institute of Insurance and Financial Services, as the Chair of the PFS North Scotland Region, as a CII National Forum Officer for Scotland, and as a member of the PFS Sustainability Panel. A great believer in lifelong learning, Alan holds an MSc in F