Allan Cruse

Allan has been working in the financial services industry since 1992 and after several years holding down senior positions at the Halifax Building Society became a Financial Adviser in 1999.

Allan specialises in investment management and in particular trustee investments and pensions, he is also the Vice President of the Bournemouth Chartered Insurance Institute and the Chartered Insurance Institute liaison officer for the Hampshire & Dorset Region of the Personal Finance Society (PFS) – the largest professional body in Financial Services.

Allan is married with two children and enjoys spending as much time as he can with the family.

He is a Fellow of the Personal Finance Society (PFS), a Chartered Member of the Chartered Institute Of Securities and Investments, a Chartered Associate of the London Institute of Banking and Finance and an affiliate of the Society of Trust and Estate Practitioners, a member of SOLLA and holds the following professional qualifications:

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Allan was awarded the Personal Finance Society’s Retirement and Later Life specialist of the year. Chief Executive of the Personal Finance Society Keith Richards said Mr. Cruse had demonstrated superior ability in the provision of specialist retirement and later life advice. There is no higher accolade than being recognised as a personal finance award winner by your professional body. Award winners and finalists act as ambassadors for our profession and should be congratulated for their commitment to high professional standards.

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