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Alan Bird

Founder and Chartered Financial Planner

Professional career

Alan embarked on his finance career with Lloyds bank. Here he built a solid foundation, quickly becoming a Field Training Consultant and subsequently a Field Manager, where he was wholly responsible for helping his team hone their financial skills. A stint at Pearl Assurance further enhanced his management skill-set and his financial expertise and by 2000, Alan decided the time was right to take the ‘big leap’ and establish his own business in the form of Century Financial Planning. The leap paid off and he hasn’t looked back since.

Alan has witnessed a lot of change in the industry and his business has had to adapt and stay on top of compliance and the ever evolving world of finance.  Over the years, Alan has successfully demonstrated how to balance industry changes with advanced financial knowledge, leading to the company achieving Chartered status in 2012. Alan’s personal expertise has also been recognised with a Chartered Financial Adviser title and the prestigious accolade, Fellow of the Personal Finance Society - their highest qualification.

Qualifications

Chartered Financial Planner

Advanced Diploma in Financial Planning 

Diploma in Financial Planning 


Advanced Diploma Level

G20 – Personal Investment Planning

AF1 Personal Trust and Tax Planning

AF4 – Investment Planning 

AF5 – Financial Planning Process

AF7 – Pension Transfers


Diploma Level

MAQ – Mortgage Advice Qualifications

J01 – Personal Taxation

J02 – Trusts

J06 – Investment Principles

J07 – Supervision in a regulated environment

J08 – Financial Planning Practise

R08 – Pensions Update 


Certificate Level

FPC – Financial Planning Certificate

ER1 – Equity Release

CF8 – Long Term Care


Out of the office

Alan enjoys a competitive round of golf whenever he gets the opportunity, but also has a passion for football and is often found supporting his favourite team. His colleagues have noticed that Alan also likes to ‘fix things’ when something is broken, this is probably why Alan relishes the opportunity to help his clients fix their financial concerns and provide a suitable, sensible and unbreakable solution. 


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