Alan Chan
(Article link here)
Age: 32
Director, IFS Wealth & Pensions
London School of Economics graduate Alan Chan is the first of two brothers to make the Top 35 this year. The 32-year-old has been a regulated financial adviser for 10 years, achieving chartered status for himself and the five-person firm.
IFS Wealth & Pensions, based in London, turned five years old in September and is going from strength to strength. The firm has struck a significant deal in the shape of an agreement to provide insurance advice services (such as critical illness cover and life insurance) to members of a large trade union. This has helped the company double its turnover over the past 12 months.
When he is not at work or looking after his twins, Chan is a keen badminton player.
Ricky Chan
(Article link here)
Age: 32
Director, IFS Wealth & Pensions
Ricky Chan works with twin brother Alan at IFS Wealth & Pensions, where he is a director. At 32, he has already been giving regulated advice for eight years. Chan deals with a wide range of advice and business-related responsibilities, from portfolio construction to cashflow planning, marketing and recruitment.
Achieving fellowship status was a highlight this year, with exams squeezed in among his business duties. He is also signed up to the PFS Forces MoneyPlan initiative, which provides free financial guidance to sick and injured armed forces personnel and veterans.
Outside work, Chan picked up a silver medal at the London Hong Kong Dragon Boat Festival this year
Full article link: https://citywire.co.uk/new-model-adviser/news/the-top-35-next-generation-advisers-2018/a1177350#i=7
