Pensions, Wills & Trusts, Tax, Mortgages & Insurance, Business Advisers
Windsor is one of the homes of Queen Elizabeth II and the Royal Family. It is also home to one of Britain’s finest public (private) schools, Eton College. The average property price in Windsor is currently c. £530,294.
Joined Up Financial Planning – Pensions & Investments | Mortgages & Insurance | Wills, Trusts & LPAs | Tax | Business Advisers
What is unique about my advice offering?
Joined up advice
My team and I are different from other firms in that we advise individuals, wealthy families and businesses, joining up the dots across all aspects of Financial Planning, i.e. Financial Advice, Mortgages, Accountancy, Tax and Legals. We are able to provide this unique 360 degree financial advisory service by linking up with our trusted professional partners across Berkshire, Bucks & London in those areas that we don’t specialise in.
Benefits for clients when using us in the long term for advisory services
When you enter into a professional relationship with us you can have confidence, knowing that we work in our clients best interests. Also, because of the way we work, you can have confidence knowing that we will not miss anything from your financial planning. This means we will be able to provide you with an optimal outcome over your long term financial planning journey. As well as working with individuals providing financial, mortgage, insurance and estate planning services, we also work with SMEs and with wealthy families on re-structuring projects and corporate finance projects, involving family offices.
If you are a business owner in Windsor, you can have confidence speaking to me as a like-minded successful business owner myself, I understand what is required to make a business successful and to retain, protect, manage and grow wealth.
Who we work with, where we are based and the areas we serve
Our head office is in Bray village on the outskirts of Windsor and we also have an office in St Pauls, London at Millennium Bridge house. My team and I serve clients across Berkshire, Buckinghamshire, Surrey, Oxfordshire and London.
Qualifications, experience, chartered status & how it benefits you
I am a Chartered Financial Planner which is an exclusive title only awarded by the Chartered Insurance Institute (CII) to individuals and firms who 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. I also hold an MSc in Financial Risk Management; before becoming a Financial Adviser, I worked as a Front Office Investment Banker with a Tier 1 bank in London, so I have first-hand experience & knowledge of navigating the Financial Markets. By working with us, you can have confidence knowing that you are going to receive excellent advice and a high quality service, which is suitable for your individual, family and / or business needs. In addition to myself, my team consists of a PhD in bond liquidity risk, an MSc in Financial Risk Management and a BA, CeMAP covering all areas of financial planning.
Get In Touch:
We are a small business providing a meaningful & profitable service to our valued clients, helping them to grow & protect their assets. As a prospective client, you will need to have attained a certain level of wealth & income in order to fund your portfolio, enabling you to achieve your financial goals. Working with a quality financial adviser can be one of the most financially fruitful & rewarding decisions you will ever make…
As a firm, we are committed to ethical, sustainable, governance (ESG), AKA socially positive investing, & have been investing our clients money successfully in this way since 2013. Positive change investing does not have to be at the detriment of returns or risk management.
What Clients Say:
I am a Director of a local company and initially contacted Alex about setting up a pension which I could contribute to from my company in view of better managing my corporation tax liability and whilst planning for retirement at the same time. I’m very pleased with the advice I have received and would recommend Alex’s services.
– Peter, Maidenhead, review written in 2016
Alex has helped me with a number of different planning areas, such as setting up a Will, advising on insurance through my Ltd company, as well as Pension consolidation and providing pension advice. I am an IT contractor and work in the city, so I am time poor. Working with Alex has helped me to get my finances in order and I feel much more comfortable as a result.