0330 038 8938
Based in Burnham-on-Sea
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FCA Regulated
Last checked: 14 March 2025
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
65
Recent Client Reviews
Verified reviews: 100%
Alex has received 65 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 07 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Transparent Fees
Alex has provided information on their typical fees
Alex has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Alex
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 14 March 2025
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
65
Recent Client Reviews
Verified reviews: 100%
Alex has received 65 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 07 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Qualifications not yet added
Alex has not yet added their qualifications to their profile
Transparent Fees
Alex has provided information on their typical fees
Alex has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Alex
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 3 first impressions)
I'm an experienced Chartered Financial Planner in Somerset. As a provider of independent financial advice to individuals, Trustees, Attorneys, and small businesses, my aim is to work with you to understand where you are now, what you wish to accomplish or create, what is important to you and the challenges you face, to create tailor-made financial plans. My client groups are varied: ranging from members of the local community to regional leaders and national organisations. We have a particular specialism concerning the Judicial Pension. Since 2008, the Chartered Insurance Institute (CII) has awarded my firm with the title of 'Chartered Financial Planners'. This exclusive award is subject to annual reassessment and is reserved for those businesses meeting a professionalism 'Gold Standard'.
Offers available through VouchedFor
Contact Alex through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
The information on this profile was last checked in October 2022.