Alex Smith

Alex Smith

Chiswick Wealth Planning

Minimum savings/pensions: Over £250,000

0203 544 6810
Based in Gunnersbury
View location

Verified since: August, 2024

4.9 out of 5

93 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 27 February 2025

    Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Alex has received 1 client review in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 September 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.

  • 2

    Qualifications Uploaded

    2 qualification certificates 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 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

  • 15

    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 15 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 27 February 2025

    Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Alex has received 1 client review in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 17 September 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.

  • 2

    Qualifications Uploaded

    2 qualification certificates 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 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

  • 15

    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 15 first impressions)

I am a Chartered Financial Planner based at Chiswick Park, West London. I work with clients to establish a financial plan to help them achieve their financial objectives. I love to make the complex simple and help my clients take control of their finances. We believe we offer value for money, charging most clients £950 to become a client and then an ongoing advice fee for our services. I specialise in Retirement Planning, Investments and Tax planning. I have worked in Financial Services for over 20 years since starting as an Investment Adviser in 1992. I am married with 3 children and live in Ealing. I love being outdoors whether skiing, running or down at my local rugby club.

Offers available through VouchedFor

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£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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Clients' level of financial expertise

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