0330 038 8941
Based in St-Albans
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, 2021
5 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: 20 April 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
9
Recent Client Reviews
Alex has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 9 client reviews in the past 12 months; 100% 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: 29 January 2025
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 not yet added their fees to their profile
Fees not yet added
Alex has not yet added their fees to their profile
8
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 8 first impressions)
88% of users who are not yet clients had a positive first experience with Alex
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 8 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: 20 April 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
9
Recent Client Reviews
Alex has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 9 client reviews in the past 12 months; 100% 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: 29 January 2025
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 not yet added their fees to their profile
Fees not yet added
Alex has not yet added their fees to their profile
8
Positive First Impressions
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 8 first impressions)
88% of users who are not yet clients had a positive first experience with Alex
88% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 8 first impressions)
I am proud to be a Fully Independent Chartered Financial Planner, and vouched for top rated adviser in 2021, 2022, 2023 and 2024 as a result of my client reviews. I pride myself on providing exceptional service to my clients in a professional yet jargon free way, whilst using cashflow software to develop clients financial plans. I love helping my clients realise their dreams! It is important to work with an adviser you trust and I spend time building this trust, by really understanding what is important to my clients and what would their ideal lifestyle look like? Then and only then, can we build a financial plan ensuring clients "won't run out of money" and they have the confidence knowing they can spend their money with freedom. I have worked in Financial Services in various advisory and leadership roles since 1998. I hold both the Certificate in Financial Planning and Diploma in Financial Planning along with a specialist pension qualification which allows me to provide advice on all pension schemes. I also hold the Long Term Care qualification which enables me to support clients who are residing in a care home/nursing home or will be in the future. I currently look after a number of business owner's company pension schemes and also work closely with specialists in other areas such as Mortgages, Equity Release, Wills & Trusts, and Employee Benefits should your needs extend to these areas. On a personal note, I have 3 children and currently help coach for Wheathampstead Football club and Cricket club alongside other commitments.
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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