0330 038 8938
Based in Newport
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 16 February 2025
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
45
Recent Client Reviews
Verified reviews: 100%
Alex has received 45 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 01 October 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.
5
Qualifications Uploaded
5 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
12
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 12 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 16 February 2025
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
45
Recent Client Reviews
Verified reviews: 100%
Alex has received 45 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 01 October 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.
5
Qualifications Uploaded
5 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
12
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 12 first impressions)
I know that modern day life is rather hectic and investments/pensions are put on the back burner, with the intention of dealing with them at ‘some point’ in the future. I help clients find peace in this frantic financial world by ensuring their investments/pensions are in the most suitable place for clients and their families. I have over 8 years of experience as an IFA, with advanced accreditation in pension transfers (AF7) and retirement income planning (AF8). We support our advice with advanced cash flow modelling and forecasting tools. Out of working hours you can catch me trying new restaurants, playing tennis or perusing trip adviser looking for the perfect place to travel. I also enjoy running, playing squash and am currently training for my first London marathon 2025. Other than that I'm studying towards becoming a Chartered Financial Planner, with just a few advanced exams to go. Please get in touch for a confidential chat.
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
Savings
Clients' level of financial expertise
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