Alasdair Walker, CFP™ in

Alasdair Walker, CFP™

Critic · DISC type C
Governor at Burton-on-the-Wolds Primary School
📍 Leicester, England, United Kingdom

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
15 Years
Current Role
Governor
Job Level
Mid-senior
Location
Leicester, England, United Kingdom
Personality Overview

How Alasdair shows up

Objective Thinker
Negotiator
ROI Driven

They prefer to do logical analysis and value evidence over emotions. It is very likely that they will negotiate pricing or other important terms. They enjoy working alone and do not rely on others very often.

Priorities

Topics Alasdair cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

8-2022
Governor
Burton-on-the-Wolds Primary School
8-2019
Managing Director
Optimum Path Financial Planning
7-2015
Chartered Financial Planner
Optimum Path Financial Planning
6-2011 - 7-2015
Financial Planner
Optimum Path Financial Planning
9-2021 - 1-2022
Chair (pro-bono), Personal Finance Society expert practitioner panel
Personal Finance Society
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
3-2020 - 8-2021
Level 7 Diploma in Advanced Financial Planning
The Chartered Institute for Securities & Investment (The CISI)
2017
Fellow
Personal Finance Society
2013 - 2015
Advanced Diploma in Financial Services
Chartered Insurance Institute
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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