“I am a commercially minded Financial Planner and have worked within Financial Services for over twenty years. I count myself fortunate to have chosen a profession that I am passionate about”.
Alex believes the cornerstone of quality financial planning is understanding and building long term relationships with clients based on excellence and trust.
Firstly, Alex takes time to talk to clients to gain an understanding of what it is they really want, and then creates a personalised financial plan to help them achieve it. He is able to do this because of the extensive personal development he has undertaken and the expertise gained from experience. Alex takes pride in offering rounded and principled advice, along with a real dedication to the service of clients.
Away from work Alex enjoys spending time with his family, running, watching rugby (most sports actually) and being an active member of his local community.