AE

Alan Evans

Alan Evans is a seasoned professional in the financial services industry with extensive experience in trading, risk management, and client advisory roles. Currently serving as a Senior Dealer at Global Investment Strategy UK Ltd since September 2016, Alan specializes in executing trading for various financial instruments, relationship management, operational oversight, and process improvement. Previous experience includes working as a Self-Employed Advisor at Tudor House Financial, providing mortgage advisory services, and holding senior roles at UBS and Genesis Investment Management focused on risk management and settlements analysis. Alan's career foundation was built at BNY Mellon, where expertise in unit trust settlements and interest claims was developed. Additionally, Alan possesses relevant qualifications, including CeMAP and CA status, and maintains up-to-date knowledge of FCA regulations through continuous professional development.

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