Alistair Cunningham is a Chartered Financial Planner with over 18 years of experience in the UK financial services sector. He holds a Fellowship with the Personal Finance Society and specializes in pension consolidation and estate planning. Currently, he advises clients on maximizing ISA allowances and navigating complex inheritance tax regulations.
Alistair Cunningham began his career in the City of London after graduating with a Master's in Economics from the London School of Economics. Over the past two decades, he has worked for top-tier institutions including Barclays Wealth and Hargreaves Lansdown, managing portfolios exceeding £50 million. His expertise lies in constructing robust investment strategies that withstand market volatility, utilizing a blend of equities, gilts, and alternative assets. Alistair is deeply committed to financial literacy, regularly writing about the nuances of the UK tax system, specifically regarding Capital Gains Tax and the lifetime allowance on pensions. He utilizes advanced cash-flow modeling software to help clients visualize their financial future, ensuring they do not outlive their assets. His approach is grounded in evidence-based investing, focusing on long-term wealth preservation rather than speculative trading. Alistair actively mentors junior advisors and contributes to industry panels regarding FCA regulatory changes. He aims to demystify complex financial products like VCTs and EIS schemes for the sophisticated investor.