What our clients say
I initially contacted Alex about my Pensions and I’m very pleased with the advice I have received. Alex has also helped me to successfully invest a cash lump sum that was previously sitting in a 'savings account' (earning almost no interest) into an offshore bond and I'm delighted to say that I achieved over 7% return last year in what i understand to be quite a challenging market. My wife and I now both have wills, trusts and lasting powers of attorney with a clear framework in place to efficiently pass on assets to our children and grandchildren. We were surprised how practical and affordable this type of planning was as we were previously under the impression that estate planning was for ultra wealthy people only. Any time we have a question Alex is responsive, friendly and professional. We're very pleased with our decision to engage with him and haven't looked back since.
I recently retired as a consultant of 40 years from the NHS to pursue my private practice and needed assistance with this change. Despite being comfortable financially I had never sought proper financial advice before working with Alexander. I am happy to say that I have been pleasantly surprised and he is doing an excellent job for me. One of the things that works for me about Alexander is that, although knowledgeable about his subject, he keeps it simple and doesn't baffle you with financial jargon.
‘After contacting a few IFAs, we decided that Alex was the most qualified local financial adviser with strong a risk management background and markets savvy and we just clicked with him immediately. My wife and I are both city professionals so we have a strong understanding of markets and finance.
Alex has not disappointed and we have achieved strong growth on our portfolios. We are now working with Alex on our estate planning and insurance policies.
We both agree that we have found a quality Financial Adviser in Alex who we can work with long term.’
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.
Financial planning and wealth management;
Investment and pensions specialist;
Wills, trusts & lasting powers of attorney - Estate planning;
Mortgage advice and brokerage;
Trust and Tax planning;
Insurance brokerage – life cover, critical illness, key person cover, shareholder protection;
School fees planning;
Equity release advice and brokerage;
Automatic Enrolment advice and Group Protection schemes for SMEs.