0330 038 8941
Based in Waltham-Cross
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: October, 2019
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: 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: 20 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
45
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 45 first impressions)
93% of users who are not yet clients had a positive first experience with Alex
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 45 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: 20 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
45
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 45 first impressions)
93% of users who are not yet clients had a positive first experience with Alex
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 45 first impressions)
I joined The Private Office in 2016, having spent a number of years with a national wealth management firm, and prior to this in one of the Big 4 accounting firms. I have achieved Chartered Financial Planner status and alongside this obtained further qualifications in areas such as complex pension transfer advice and investment management. My clients include professionals working for the Big 4, the Magic Circle and global tech firms, business owners, current and former senior executives of global companies, and retirees from a variety of backgrounds. I enjoy the variety afforded to me in helping clients meet their individual financial planning needs, whether that be growing their portfolio to support their lifestyle aspirations and retirement, complex tax planning, mitigating IHT and, more often than not, a combination of all the above. I have a modern approach to financial planning, using our sophisticated technology and software platforms to build ‘lifetime’ financial plans and solutions for clients. I use this holistic approach to financial planning to better inform the advice process, to help clients visualise their financial future, and to create a personal benchmark for clients to help ensure they remain on-track as they work towards their objectives.
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
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.