Alex has been in Financial Services for over five years now and joined St. James’s Place in 2018. He provides holistic and authentic advice to various individuals and businesses, helping them with practical solutions to the financial matters that concern them most.
His advice covers all areas of Wealth Management including, Retirement Planning, Investment Planning, Protection Planning and Protection Planning. Recently, Alex has enhanced his advice proposition with a new qualification and is now a Pension Specialist.
His emphasis is on maintaining a long-term relationship with his clients and to provide them with a source of trusted advice, as their financial needs evolve over the years.
Alex became a Financial Adviser because he has a passion to help people make sense of their finances. He loves building relationships with his clients and their families, to help them plan their financial futures.
When he's not working, Alex enjoys spending time with friends and family, playing golf and watching football.
The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Retirement Planning Specialist, Investment Planning, Business Protection