0330 038 8940
Based in Devizes
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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: 18 April 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
2
Recent Client Reviews
Alex has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 2 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: 19 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.
1
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 7 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 7 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: 18 April 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
2
Recent Client Reviews
Alex has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 2 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: 19 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.
1
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 7 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 7 first impressions)
*Listed in The Times - Guide to the UK's top-rated Financial Advisers. I have been working as a Financial Adviser for over 20 years and can offer a clear personalised advice tailored to your life and future goals. I am a qualified Independent Financial Adviser and part of the AFH Wealth Management team since 2014. Being part of one of the UK’s leading independent financial advisory firms we can use our scale to drive costs down when it comes to financial planning and wealth management, so you can rest assured that your money is in good hands. My areas of expertise are investments, pensions - both pre- and post-retirement- and inheritance tax planning. I also offer both business and personal protection services, to ensure my clients are protected if the worst was to happen. I have a wide-ranging client base, from directors looking for advice for their company and personal arrangements, to the employed and sole traders looking at financial planning and wealth management solutions. I believe the key to being a good financial adviser is taking the time to understand the client's objectives and goals and to provide a holistic solution that best suits their situation. *** I am more than happy to arrange meetings via Microsoft Teams or Skype if preferred ***
Offers available through VouchedFor
Contact Alex through VouchedFor and your initial 1 hour 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).
About Alex's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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