0208 166 7217
Based in Selhurst
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 18 February 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
5
Recent Client Reviews
Verified reviews: 100%
Alex has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 30 September 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.
Qualifications Uploaded
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Alex has not yet added their qualifications to their profile
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
72
Positive First Impressions
96% of users who are not yet clients had a positive first experience with Alex
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 72 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 18 February 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
5
Recent Client Reviews
Verified reviews: 100%
Alex has received 5 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 30 September 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.
Qualifications Uploaded
Qualifications not yet added
Alex has not yet added their qualifications to their profile
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
72
Positive First Impressions
96% of users who are not yet clients had a positive first experience with Alex
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 72 first impressions)
I have worked in financial services since graduating from Exeter University with an honour’s degree in Economics in 2008. After spending a number of years at another top city financial planning firm, I joined John Lamb, now part of The Private Office, in 2014. I have experience across the full range of financial planning services with a particular focus on pensions and I believe the ever-changing legislative landscape offers an opportunity for financial advice to add real value to the circumstances of clients and their families. I look to build up a detailed understanding of my clients’ situations which enables me to provide bespoke advice tailored to their circumstances. I believe cashflow modelling can help bring this advice to life.
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
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Savings
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