0330 038 8942
Based in Newbury
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
Last checked: 09 April 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
Alex has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 09 December 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
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 not yet added their fees to their profile
Fees not yet added
Alex has not yet added their fees to their profile
12
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 12 first impressions)
92% of users who are not yet clients had a positive first experience with Alex
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 12 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
Last checked: 09 April 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
Alex has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 09 December 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
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 not yet added their fees to their profile
Fees not yet added
Alex has not yet added their fees to their profile
12
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 12 first impressions)
92% of users who are not yet clients had a positive first experience with Alex
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 12 first impressions)
I am a Chartered Financial Planner with over 15 years of experience helping individuals and families make informed financial decisions. My approach to financial planning is relaxed, friendly, and tailored to your unique needs, ensuring you feel comfortable and confident every step of the way. I work with clients at various stages of life, from young professionals to those nearing or enjoying retirement. I specialise in lifetime cashflow planning, retirement planning, and investments. Whether you're looking to build a secure financial future, plan for retirement, or manage your investments more effectively, I can provide clear, practical advice that fits your goals and lifestyle. My philosophy is simple: Financial planning doesn’t have to be complicated. I take the time to listen, understand what’s important to you, and develop a plan that works for you. With a focus on long-term success, I aim to provide guidance that helps you navigate life’s financial decisions with ease. Why Choose Me? Expertise: Chartered Financial Planner with over two decades of industry experience. Tailored Advice: I offer personalized financial strategies that fit your specific needs. Relaxed & Personable Approach: Financial planning can be overwhelming, but I make it approachable and understandable. Transparent Communication: Clear, jargon-free advice that you can trust.
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
Household income
Mortgage value
Savings
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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