Alex is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth managements solutions for our clients and handling client queries.

• BA (Hons) Business Studies
• Diploma in Regulated Financial Planning

• The Chartered Institute for Securities and Investments (CISI)
• The Chartered Insurance Institute (CII)
• The Personal Finance Society (PFS)
• The London Institute of Banking and Finance (LIBF)

My role allows me to better understand our clients and create tailored solutions to their objectives and goals. The most rewarding part is seeing the impact this has on a client when they reach a long term goal.

I have always been a natural problem solver, so when I can apply this to our client’s objectives and bring them peace of mind, this gives me great satisfaction.

We are a like-minded team of passionate and friendly people, always happy to go the extra mile for the clients and each other.

I like to keep sharp by reading and listening to podcasts in my spare time, as well as challenging myself with outdoor hobbies, more recently golf. It somehow got harder once I could hit the ball.