What our clients say

To work with, Alan is like having

a critical friend. He questions, challenges and forces you to rethink. It’s a brilliant way to problem solve and always focused on who you are creating your service for.It feels forward-thinking while being humble enough to acknowledge that we all stuff it up from time to time.

Alan has a distinctive skillset covering a deep and innate understanding of the advice market with extensive knowledge of how to make technology work for the business. Highly recommended.

Alan has variously been a client, colleague and adviser to me since 2005. A team player with vast experience, client and results focus with deep industry insight from many perspectives.

What Alan doesn’t know about financial services you could fit on a postage stamp. For me he is the go to person when I want a view of the latest developments in the industry. His knowledge of the advice business, investment and asset management is second to none, and its all delivered with a delicious sense of humour and humility, the latter rarely found in financial services.

I’ve worked with Alan on a number of projects over time. He’s extremely knowledgeable and a true domain expert. With the ability to distil complex concepts into an easy to consume narrative, Alan has and will continue to be a trusted advisor to our business. I thoroughly recommend him.

Alan has added so much value to Origo. His experience and connections are invaluable, as is his strategic thinking. He turns theory into reality. I’m particularly impressed with the way he works with our teams to ensure implementation is successful - that’s much more valuable than simply producing a report!



I am always impressed by Alan’s knowledge and the way that he can provide valuable insight and suggestions on a variety of subjects. His way of working is clear and transparent and I find his approach refreshing, especially with his sense of humour thrown in which makes working with Alan enjoyable.

Alan’s ability to quickly understand the complexity of our project and to provide cut through analysis of both the strengths and weaknesses of our approach has been outstanding. Utilising his extensive network of connections to assist he has dramatically shortened our take to market timelines and greatly expanded our opportunity for success. Critically for me, he is also a thoroughly nice man.

I’ve known ‘Bunny’ for over 20 years and if there is a person who knows more about regulated distribution I have yet to meet them. His understanding of products, platforms and adviser tech is unique.We work together on lots of projects, and he is a valued member of the FTRC team.

Alan spent two days working with us to help ready our business to scale quickly. Challenges to our process and strategy were delivered thoughtfully with good humour, making the time taken enjoyable as well as productive. His experience, contacts, and insight are already proving invaluable as we see the effects of amended practices. I’d recommend working with Alan to any practice wanting to ensure best practice and growth.

Alan is known and respected across the industry, as a go-to figure. His vast network is of such quality because he gives back more than he ever asks.

As a result of this and his inherent drive, his market knowledge in an ever-changing landscape is second to none and his ability to see the big picture, what works for clients and how to implement it is as valuable to me now as it was when we first met some 20 years ago.