Gareth Allan

Private Client Manager | Algarve and Southern Portugal

Gareth joined the Blevins Franks team in May 2018, bringing with him 17 years’ experience in financial services in various roles. Prior to moving to Portugal, he spent six years working for Barclays private clients’ business in both Glasgow and Birmingham.

Along with a Diploma in Financial Planning, Gareth holds a Private Client Investment Advice and Management (PCIAM) qualification. He is also continuing to work towards his Chartered Financial Planner status.

Day-to-day, Gareth looks after the portfolios of clients living in the Algarve and undertakes regular reviews to ensure investments continue to meet their objectives in the most tax-efficient way possible. He is supported by the local Partners and other colleagues in Portugal as well as the wider in-house team of tax, pensions, investments and client services specialists.

Gareth relocated from the UK with wife Brigite and 4-month old son Gil, along with their rescue cat Lucy and dog Zac. Away from work, Gareth leads an active lifestyle, enjoying running, playing football, golf and tennis. Now based in the Algarve, He is looking forward to getting better acquainted with the local golf courses and surfing beaches and exploring the area with his family.

Gareth is an adviser for Blevins Franks Wealth Management Limited (BFWML) which is registered with the Malta Financial Services AuthorityHe is a member of the Chartered Insurance Institute (CII)

Office/s:  Loulé

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