Alex Grant

Alex Grant

AFH Wealth Management

Minimum savings/pensions: Any amount

0330 038 8940
Based in Devizes
View location

Verified since: September, 2024

4.9 out of 5

78 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 March 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

    Verified reviews: 100%

    Alex has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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

    Fees not yet added

    Alex has not yet added their fees to their profile

  • 7

    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 7 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 March 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

    Verified reviews: 100%

    Alex has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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

    Fees not yet added

    Alex has not yet added their fees to their profile

  • 7

    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 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

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Clients' level of financial expertise

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