Gareth Allan

Senior Private Client Manager 

Gareth joined the Blevins Franks team in 2018, bringing with him 17 years of 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. Gareth is the first Private Client Manager to be promoted to a Senior Private Client Manager position at Blevins Franks. 

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 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