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 whole of market 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 <url hidden> 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.
Old Bray Financial, Weir Bank, Monkey Island Lane, Maidenhead, Berkshire, SL6 2ED
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