0330 038 8942
Based in Princes-Risborough
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2018
4.7 out of 5
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: 26 March 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
6
Recent Client Reviews
Alex has received 6 client reviews in the past 12 months; 86% of these have been verified
Verified reviews: 86%
Alex has received 6 client reviews in the past 12 months; 86% 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: 24 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.
9
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
98
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 98 first impressions)
97% of users who are not yet clients had a positive first experience with Alex
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 98 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: 26 March 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
6
Recent Client Reviews
Alex has received 6 client reviews in the past 12 months; 86% of these have been verified
Verified reviews: 86%
Alex has received 6 client reviews in the past 12 months; 86% 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: 24 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.
9
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
9 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
98
Positive First Impressions
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 98 first impressions)
97% of users who are not yet clients had a positive first experience with Alex
97% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 98 first impressions)
I am both a Chartered Financial Planner and a Fellow of the Personal Finance Society as well as a Certified Financial Planner and an affiliate member of The Society of Trust and Estate Practitioners (STEP). I am also a Chartered Member of the Chartered Institute for Securities & Investments. I advise on all aspects of financial, investment and retirement planning for a range of private clients, building client relationships based on trust, integrity and empathy and adopts a team-based approach. I am an advocate of ‘lifetime’ financial planning and the use of cash-flow modelling to empower clients to take control of their financial future and achieve financial independence. I am a passionate advocate of the importance of independent advice and the use of fixed fees, in pounds and pence. I am also a committee member and active volunteer for a small charity, Project Volunteer, which works alongside SOS Children's Villages in Botswana to help support and develop resources for its orphanages. Outside of the office I enjoy cycling, in France and the Chilterns, running marathons and, when not being led a merry dance by my three daughters, I am an avid enthusiast of almost any type of music and silent film.
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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