0330 038 8938
Based in Coventry
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2024
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
Last checked: 26 March 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
6
Recent Client Reviews
Alex has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 24 March 2025
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
Alex has not yet added their qualifications to their profile
Qualifications not yet added
Alex has not yet added their qualifications to their profile
Transparent Fees
Alex has not yet added their fees to their profile
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Alex has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 5 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 5 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
Last checked: 26 March 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
6
Recent Client Reviews
Alex has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 24 March 2025
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
Alex has not yet added their qualifications to their profile
Qualifications not yet added
Alex has not yet added their qualifications to their profile
Transparent Fees
Alex has not yet added their fees to their profile
Fees not yet added
Alex has not yet added their fees to their profile
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 5 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 5 first impressions)
I am a Chartered Financial Planner at Azets Wealth Management and Fellow of the Personal Finance Society. I have been in the industry since 2006. I work alongside my accountancy colleagues in our Nottingham, Coventry, Birmingham and Tamworth offices. We pride ourselves on providing a joined up approach to achieve the best outcomes for our clients. I have has experience and interest in retirement advice, investments, trusts and inheritance tax planning. In recent years I achieved the Investment Management Certificate and a qualification with the Society of Trust and Estate Practitioners.
£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).
About Alex's clients
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Adviser Disclaimer
Azets Wealth Management is a trading style of Azets Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Registered Office: Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS. Company Number 05674020. Incorporated in England. Azets Wealth Management Limited is a subsidiary of Azets Holdings Limited.