Important details
QualificationsOn the job
Alex supports clients and advisers by analysing pension and investment policies and managing cases, from the initial meeting through to the presentation of recommendations.
He deals with clients directly, answering queries and assisting with any actions they wish to take on their accounts, helping make their experience easy and seamless.
Off the clock
A skilled guitar and bass player, Alex enjoys performing in a band and training in Muay Thai. He’s skied most of his life, and earned his first Dan Black Belt in Karate when he was 18.
Any down time is happily spent travelling with his girlfriend, exploring new places together.
The people behind your financial journey
We’re a team of professionals with unique experiences and specialities, which collectively allow us to deliver a truly holistic service. Whether we're working behind the scenes or discussing financial planning or mortgages with you, we're each committed to putting you in control of your financial future.