0208 166 7217
Based in Gunnersbury
View locationChecks 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
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
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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