Chartered Financial Planner
Serving local people and businesses across Surrey
Surrey has a rich and interesting history. Did you know that Charles Dickens wrote much of his “pickwick papers” whilst staying in Dorking at the White Horse and based many of the characters on local people ? The average house price in Surrey is reported to be c. £570,703.
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 Surrey, 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
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 Advisory, Mortgages, Accountancy, Tax and Legals, i.e. we offer a 360 degree impartial financial planning service. This means we work across Pensions, Investments, Inheritance Tax, Trusts, Wills & Probate, Divorce & Asset Reconciliation, Mortgages & Insurance, Business Planning to name but a few. Collectively, we are one of the most qualified & experienced financial advisory teams across London & the Home Counties.
Our head office is in Bray village on the outskirts of Surrey 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:
Whoever you are, if you would like to speak to Alex or one of the team for help with financial advice, a Mortgage or Estate Planning either email us through the contact form or you can reach us on 01628 308138 or 01628 566446.
What Clients Say:
My wife and I are very pleased with the quality and broad range of advice we have received and we are happy to recommend Alex for all aspects of financial advice.
– Mr Singh, Virginia Water, review written in 2016
I hadn’t used a financial adviser before mandating Alex & his team to help. I had some reservations beforehand as I was totally new to it and tbh I don’t have a conventional job, but, it’s all good, this worked for me. So far, it’s been useful and I am pleased that I reached out. No issues recommending.
– John, Cobham, review written in 2017