0203 544 6810
Based in Hampstead-Heath
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FCA Regulated
Last checked: 09 March 2025
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Verified reviews: 100%
Alex has received 18 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 26 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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
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Alex has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Last checked: 09 March 2025
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Verified reviews: 100%
Alex has received 18 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 26 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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
I am a Chartered Financial Planner. We offer a comprehensive range of financial solutions to individuals and businesses for generations of families. We provide holistic advice, as we believe that each area of financial advice impacts on another and it’s important to have continuity and focus towards the achievement of your goals. We will work alongside you and help to plan for tomorrow, will commit to face to face meetings with you. We believe that each client is truly individual, we treat all clients the way we want to be treated ourselves, and we pride ourselves on doing so. I understand the challenges that face small business owners, and the balance between investing in one’s business and career, and saving for life’s big events and retirement. My background is running and owning a fashion retail business – I still own a children’s shoe store. SJP Approved 29/10/2024 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. 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 29/10/2024
£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).
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