Alexander Bland

After a number of years in the Financial Services industry, he along with the dedicated team at Sapphire Financial Planning have established Sapphire Financial Planning as one of the front runners in financial advice. Regularly speaking across the country on Financial Advice, I and the advisory team have helped make the confusing world of finances and the relevant jargon become simple and structured. Ultimately, Financial Planning is revolved around a core value, “enjoying life”. Alex and the team help assist you in this, by ensuring you have the finances in the right place at the right time, with the right support and advice when you need it I have been the Director of Sapphire Financial Planning since since 2015. My particular areas of interest are investments, pensions both pre and post retirement and inheritance tax planning. I received my Diploma of Financial Planning and Level 6 in Pension transfers from the Chartered Insurance Institute which was the culmination of years of study whilst advising. My client base is very diverse ranging from young professionals just starting their financial planning journey to much older clients completing theirs. I also advise companies on their employee benefits and corporate financials. It is an amazing privilege and responsibility knowing so much about a client’s private affairs and their hopes and fears. I believe the key to being a good adviser is having a reasonable level of technical knowledge but more importantly the ability to listen and connect with what really matters to clients. 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 09/05/2025