Alex Kell

As a qualified Financial Planner, I provide tailored financial advice for individuals and businesses alike, including investment planning, mortgages*, retirement planning, business succession planning and profit protection. Understanding my client's objectives is my number one priority, allowing for advice that will meet personal and/or business objectives. With a keen interest in finance and helping others, I am very passionate about being the best at what I do and believe success comes only with determination and hard work. Prior to qualifying as a Financial Adviser I had managerial and consultancy experience in a variety of roles across a broad spectrum of business sectors. Alongside this, I have gained a degree in Business Management and Information Technology, completed my Diploma in Financial Planning and am continuing to further my professional development in order to obtain Chartered Financial Planner status. My experience of working in client facing roles has allowed me to focus on helping to meet the financial goals and desires of individuals and businesses but most importantly build long term, long lasting client relationships. *Your home may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx