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Alan Payne FFA/FIPA FFTA DipPFS CeMAP

Alan has been with the firm since 1972. Being both an accountant and financial adviser, he is experienced in advising proprietors on tax efficiencies in unlocking money from their businesses for retirement planning. Over the past ten years Alan has built a detailed knowledge of investment trust companies which are cost effective long term savings vehicles. He is a specialist in Inheritance Tax mitigation.

Outside of work Alan is actively involved with the church, loves socialising and has a passion for football.

Email: alan.payne@optimafinancial.co.uk

Mobile: 07970 952 275

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