Alex joined our Cheltenham office in 2008. He is a Financial Planner building and implementing bespoke financial plans for high-net-worth individuals, such as entrepreneurs and families, as well as for pension funds and companies.
His advice ranges from pensions planning and inheritance tax planning to trusts and investments. He is a strong advocate of long-term cashflow planning, mapping out what clients will need over the next 15 to 20 years.
Alex’s first major financial services role came in 2003 at Barclays Wealth, where he became an Associate Director, Financial Planner. In this role he developed a financial planning service for high-net-worth clients within this investment management business. He has helped carry out a similar level of integration at RBC Brewin Dolphin, building up the status of financial planning within the office. He is a Member of the Chartered Insurance Institute and Personal Finance Society, as well as being Diploma qualified.