18
Biography/experience
Alex provides advice in a range of financial planning areas including pensions, investments and protection to clients. He specialises in providing holistic financial planning advice to individuals, families.
Alex also provides advisory services to corporate entities and business owners.
Qualifications
Alex has obtained the CII Diploma in Regulated Financial Planning, DipPFS, and is currently studying towards becoming a Chartered Financial Planner.
MSc Criminology (Hons)
Examples Include
Alex recently advised on a pension case involving pension planning around the Lifetime Allowance and navigating the client through applying for Lifetime Allowance protection.
He has guided numerous clients through the wide range of retirement choices and helped to structure their retirement incomes in a tax efficient manner.
Alex has also advised clients how to mitigate potentially large Inheritance Tax liabilities through investment and tax planning.
Personal Interests
Alex enjoys keeping fit by running and walking his cocker spaniel. He is a Manchester United fan and enjoys following football with his friends and family.