0330 038 8940
Based in Wallingford
View locationChecks 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: 10 April 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; 100% of these have been verified
Verified reviews: 100%
Alex has received 6 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: 11 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.
3
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
59
Positive First Impressions
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 59 first impressions)
98% of users who are not yet clients had a positive first experience with Alex
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 59 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: 10 April 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; 100% of these have been verified
Verified reviews: 100%
Alex has received 6 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: 11 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.
3
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
59
Positive First Impressions
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 59 first impressions)
98% of users who are not yet clients had a positive first experience with Alex
98% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 59 first impressions)
Developing strong relationships with my clients gives me the ability to understand their lifestyle requirements on a granular level. This enhances my ability to formulate and deliver bespoke financial plans with clarity. The application of advice using cash flow modelling helps my clients visualise their financial futures and pinpoint their short, medium and longer-term objectives. Understanding what you want your money to achieve creates a clearer path to how it should be invested. I have worked within financial services for over 12 years, 8 of which have been in financial planning. Outside of work, I enjoy running, cycling, dog walking and exploring new places.
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
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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