What our clients say
Alec's a straight-talking, results-oriented advisor who listens well and delivers what you need, not what he wants. Very open, helpful and cares deeply that his clients needs are understood and exceeded. I am happy to highly recommend his services.
Alec is pro-active and covers all aspects of life that require financial advice and thinking. He is flexible and listens to client's requirements and circumstances to factor these into the final solution. He doesn't push for unnecessary actions and is reliable, making sure the projects advance smoothly and on schedule. Great to work with.
I totally recommend Alec to anyone. He is perceptive, personal and professional.
Alec is a locally based IFA working with an established City firm. He has 28 years experience advising clients directly. Fees are agreed with you before any work is undertaken and there is no fee for the initial meeting.
Alec offers a bespoke service, focused on your current needs and future goals and aspirations. He looks to develop a plan of action to be implemented, reviewed and amended as required throughout life. This ensures that your plans remain on track going forward.
Advice is divided into 3 sections: research and recommendations, implementation and servicing. Clients are free to 'one stop shop' or choose from one, two or all of the advice areas.
All fees clearly explained and agreed in advance.