Alex joined the firm in early 2013 as Financial Services Manager and Wealth Manager, and progressed to the position of Director and Chartered Financial Planner. With over two and half decades of experience in the industry, including advising for over two decades.
Alex has been instrumental in the design and implementation of the business review service to enable bespoke planning for businesses and business owners that incorporates both Strategic Tax and Accountancy planning together with business financial planning for risk based and innovative financial planning solutions.
Alex also leads the Private Client team with the drive to provide holistic tax and financial planning solutions to individuals.
Alex offers a high level of commitment to his clients and provides truly independent and bespoke advice. He has dealt with all aspects of financial planning and can look beyond the initial challenges to deliver holistic solutions.
- Wealth Management
- Succession planning
- Retirement planning
- Financial Planning for business owners
- Inheritance tax planning
Hobbies/Interests outside of work
Outside of work, Alex’s time is kept very busy, as Alex and his wife both sail together and spend much time mountain biking throughout the UK and abroad. They are also competent skiers and windsurfers.