Alex Alton

Alex Alton

Alton Wealth Management

Minimum savings/pensions: Over £50,000

0330 038 8940
Based in Portishead
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Top Rated 2025
Verified since: May, 2021

5 out of 5

74 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 March 2025

    Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    Alex has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 06 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.

  • 22

    Qualifications Uploaded

    22 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

    Fees not yet added

    Alex has not yet added their fees to their profile

  • 10

    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 10 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 March 2025

    Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    Alex has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 06 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.

  • 22

    Qualifications Uploaded

    22 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

    Fees not yet added

    Alex has not yet added their fees to their profile

  • 10

    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 10 first impressions)

I have worked in financial services since 2009 and provide broad-based advice, mainly to directors, professionals, and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning. As a Partner Practice of St. James’s Place Wealth Management based in Easton-in-Gordano, my emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over the years. 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. 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 01/03/2023

£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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