Alistair Mc Leod
About Alistair Mc Leod
Alistair McLeod is a Financial Planning Manager with over 20 years of experience in financial services, specializing in pre and post-retirement financial planning solutions. He has worked at Nationwide Building Society since 2011, advising clients on complex financial matters such as Inheritance Tax and Critical Illness.
Work at Nationwide Building Society
Alistair Mc Leod has held multiple positions at Nationwide Building Society. He began his tenure in 1997 as a Financial Planning Manager, serving in this role for seven years until 2004. He then transitioned to the position of Area Sales Manager for Financial Services, where he worked for another seven years until 2011. Since 2011, he has returned to the role of Financial Planning Manager and has continued to provide financial planning services for over a decade.
Education and Expertise
Alistair Mc Leod studied at The University of Hull, where he earned a BA Hons in Management Systems from 1987 to 1990. His educational background supports his expertise in financial planning, particularly in pre and post-retirement solutions. He specializes in advising clients on complex financial matters, including Inheritance Tax and Critical Illness, showcasing his comprehensive knowledge in the financial services sector.
Background
Alistair Mc Leod has over 13 years of experience in his current role as Financial Planning Manager at Nationwide Building Society. His career in financial services began in 1997, and he has accumulated significant experience in advising clients on various financial products. His background includes a focus on annuities and income protection, where he has developed a strong understanding of the needs of clients at different stages of their financial journey.
Achievements
Throughout his career, Alistair Mc Leod has advised clients on complex financial solutions, demonstrating his ability to navigate intricate financial landscapes. His experience includes over a decade of advising on annuities and income protection, indicating a deep understanding of these financial products. His roles at Nationwide Building Society reflect a commitment to providing tailored financial planning solutions to meet the diverse needs of clients.