Chartered Financial Planner Serving Local People Across Richmond & the Thames Valley

Who do you typically work with?

The types of clients that tend reach out are, as follows:

• Employed or Self-Employed high earners;
• Successful business owners looking for help with personal and business insurance, pensions, investments, Auto Enrolment and financial planning strategy;
• Ltd Co. Directors looking for a holistic joined up approach to long term financial planning;
• People looking to consolidate multiple frozen pensions;
• Doctors, Dentists, Pilots and Contractors looking for help with income protection insurance structuring;
• 30 to 65 yoa people, who have had a ‘OMG moment’ and want help planning for retirement;
• People who want help over the long term in building and protecting wealth;
• People looking for help with mortgages from a Chartered Financial Advisor, as opposed to a mortgage broker or pension planner;
• People going through a divorce and recent divorcees who want help with; Court mortgage letters, i.e. can you get a mortgage or not, investing assets, mediation and arbitration, financial planning in regards to rebuilding estates post divorce.
• People who want help with protecting assets, tax, bloodline planning and estate planning, e.g. Wills, Trusts and Lasting Powers of Attorney.

This list is not exhaustive, please get in touch for more information, we would be delighted to hear from you.

Why should you reach out to Alex for financial advice?

• I have first hand experience of working on a trading floor and in front of office roles, in a major investment bank, in the city. I worked in this capacity during the 2008 financial crisis up until 2013.
• I am a pensions, investments and financial markets specialist.
• I have a MSc in Financial Risk Management.
• I am a Chartered Financial Planner.
• My team of four, are all local, highly qualified professionals.
• My team and I provide holistic, joined up financial advice, meaning we cover all things financial, so you can be sure we won’t miss anything out of your financial planning strategy.
• My team and I help self-employed and employed people to secure residential and BTL mortgages;
• We help clients build BTL portfolios and all things that go with this.
• We provide expert Estate Planning Advice on Wills, Trusts and Lasting Powers of Attorney. This covers planning areas such as, Inheritance, legacy planning, Probate, Care fees, Divorce, etc.
• I am able to structure bespoke Insurance, e.g. Life, Income Protection, CIC, Shareholder Protection, Key Man Cover, for both individuals and businesses.
• I am a successful small business owner myself and understand what is required to make a business successful and to retain, manage and grow wealth.
• I am in my 40s, so, you can have confidence that your long term planning partner isn’t going to retire just when you need help most.
• Finally, because we care about all of our clients; Everyone who comes to see me is treated with respect, patience and understanding. We give all our clients the time they need to understand the planning, no matter how detailed. You can enter into the professional relationship with assurance, knowing that you will get good value for money. We provide a second to none service, which our clients have now come to expect from us.

Pensions & Investments

Formerly a front of office Investment Banking Professional for a major city bank, Alex is a Chartered Financial Planner with a Masters Degree in Financial Risk Management.

If you are looking for pension and investment advice from an investment expert who has first hand experience working in the financial markets, then get in touch to find out more.

Expert Impartial Mortgage Advice & BTL Portfolio Structuring

We are specialists in helping the following types of clients to secure competitive mortgages as part of their financial plan:

• Limited Company Directors, LLP Partners and Sole Traders – Self Employed People (SEP);
• People going through a divorce and recent divorcees;
• High earning employed people;
• Higher value borrowers c. £200k-£2m+ loan size, whether employed or self-employed;
• Releasing equity from one property to fund the purchase of another, or, Let-to-Buy as it is often called;
• BTL purchases & remortgages including BTL portfolio structuring for retirement and legacy planning, e.g, use of SPVs.

Insurance

Whether you are employed or self employed, having suitable insurance can save your life, maintain your lifestyle if you are unable to work, or, provide for your loved ones on death.

If would like piece of mind that your policies are structured tax efficiently and set-up correctly, then please reach out, we will be glad to help you get this right first time.

Wills & Estate Planning

If you would like to have a Chartered Financial Planner look at your estate with a holistic view, incorporating, tax, bloodline planning, investments, instructions, legals and financial planning, then don’t hesitate to call us today.

Get In Touch:

If you are based in or around Richmond and would like to speak to Alex for help with financial advice, you can reach him on 01628 308 138 or 01628 566446 or contact him online. We are based in Bray Village which is a 30-minute drive from Hampton Court.