Alex is a Chartered Financial Planner with a background in financial advice, financial risk management and front office investment banking. He also holds an MSc in Financial Risk Management from the International Capital Markets Association centre, Reading University.
Alex has lived in Berkshire for most of his life and is therefore well positioned to provide local clients with best-in-class, holistic financial advice and independent mortgage advice. He and his team act as a one-stop-shop for financial advice, providing recommendations on pensions, investments, mortgages, insurance, wills, trusts and lasting powers of attorney, tax planning and school fees planning, advice to local businesses, etc.
If you are located in the Thames Valley area and would like to speak to a highly qualified, local, personable advisory team with expertise across multiple product areas, please visit to find out more information.
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