CHARTERED FINANCIAL PLANNER
I am a Chartered Financial Planner which is an exclusive title only awarded by the Chartered Insurance Institute (CII) to individuals and firms which meet rigorous criteria relating to professionalism and capability. All Chartered Financial Planners commit to the Code of Ethics & Conduct of the awarding body reinforcing the highest standards of professional practice in our business dealings.
-> Accountancy and Legal services are available by referral only.
-> The value of pension and investments and the income they produce can fall as well as rise.
-> Equity release will reduce the value of your estate and can affect your eligibility for means tested benefits.
-> Think carefully before securing debt against your home, your home may be repossessed if you do not keep up repayments on your mortgage.
I am Alex and I am a Wealth Manager.
I manage, protect and grow my clients’ money & assets. It is a big responsibility which I take very seriously.
Life presents us with challenges and nothing is linear; For me, working through these challenges in conjunction with graft, resilience and tenacity has helped me to become proficient at my job, a good adviser and an agile, skilled investor to the benefit of my valued clients. I strive each day to make a positive change in the world we all live in. I keep an open mind and I learn something new most days. Give me a problem and I will give you a straightforward, workable solution.
In order to make the most out of using a Wealth Manager and to meet your long term financial goals, it is helpful if you meet at least one of the following criteria:
– You have investable assets that you would like serviced by a finance expert (e.g. pensions and investments or cash to invest, etc.);
– You have enough disposable income to utilise your annual tax allowances.
– You have a successful business with company capital to invest
If you would like a personalised wealth management experience from an expert who works with a capped number of affluent clients then please feel free to reach out. I would be delighted to hear from you.
Savings & Investments
Whether you are saving for a specific purpose or building a pot of money for use at a later date, we can help you make an informed decision based on clearly understanding your financial situation, your goals and how much risk you are prepared to take with your money. We can help you identify an action plan that is right for you, and, as your circumstances change, can help you review all of this on a regular basis.
Pensioners now have complete freedom to draw down as much or as little of their pension pot as they want, anytime they want. But while retirement freedom creates more choice, it brings with it more risk. We also live in era where we live longer, are retired for longer, and need to make our savings last for longer. We can take you through the choices on offer, so you can approach retirement feeling more informed through the right preparation and advice.
You are probably familiar with protecting your property using buildings and contents insurance, but what about protection of your greatest assets – you and your family? We can advise you on the options available for protecting your home and your standard of living in the event of an accident, a serious illness or death.
In our experience, firms that have a spectrum of quality group benefits in place, tend to have a higher percentage of long serving employees. We can provide expert help with structuring employee pension schemes and insurance solutions, considering your business’s financial circumstances and objectives.
Preserving your estate is all about protecting your assets, and ensuring the right money goes to the right people at the right time. We can help you with estate planning advice on wills, inheritance tax, trusts and lasting and enduring powers of attorney, to ensure your estate is dealt with exactly as you wish when you die.
Whether you are thinking of re-mortgaging your property, moving home, or borrowing to invest in rental properties, trying to determine which deal is the right one for you and your specific circumstances can be difficult. We can help you with the tricky process of not only getting a mortgage, but getting the right mortgage, ensuring you are not paying more than you have to.
Your life Journey
As you go through life, your priorities and goals change. Here we take a look at your life’s journey and the key financial planning considerations at each stage.
What is unique about my advice offering?
If you are a higher net worth individual, wealthy family or a successful growing business looking for advice around how to retain, protect & grow your wealth, then you are in the right place. I will help you achieve your financial goals & aspirations with transparency, confidence, precision and peace of mind.
My clients feel comfortable knowing they are working with an experienced successful professional who has their best interests in mind.
I provide comprehensive, 360 degree joined up financial advice, working with our professional partners, where required, meaning my offering covers all things financial, across Financial Advice, Accountancy, Tax and Estate Planning.