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2026 FAMILY, PRIVATELY OWNED AND OWNER-MANAGED BUSINESS SURVEY

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Allen Ward, Financial Planning Consultant

Allen Ward

Financial Planning Consultant

About Allen

Allen has worked in financial services since 2010, building extensive experience across pensions, investments, retirement planning and wider financial planning both with independent financial adviser firms and asset managers. He works closely with individuals, families and business owners, helping them make informed financial decisions and providing clear, practical guidance tailored to their circumstances.

Allen joined Armstrong Watson in June 2026 and is committed to developing long-term relationships with clients built on trust, understanding and excellent service. He enjoys simplifying complex financial matters and helping clients gain confidence in their financial future, whether they are planning for retirement, growing their wealth or considering succession and estate planning.

Based in Glasgow, Allen takes pride in delivering advice that is both personal and professional, ensuring clients fully understand their options and feel supported throughout their financial journey. 

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