Allan first approached FPC in 2010 having been recommended by a close friend and fellow business owner. An experienced accountant, he came to owning his own business later in life whilst working in Russia. With two business partners he set up a Travel Agency with an office in Moscow, to facilitate the very difficult task of travelling and staying in Russia in the 1980’s. Over the next 30 years they expanded the business into both travel and training, and when it came time to exit they were employing more than 600 people across 17 centres in West and South Yorkshire, turning over more than £350 million per annum.
Allan was clearly more than capable of managing his own financial affairs but was concerned that his wife Chris would struggle without him. He had always tracked his own number but sought reassurance that he had done enough and that the family’s financial security was assured. He had limited knowledge of the world of investment and was looking for a trusted partner to guide him but he wanted to understand it all too.