Chartered Wealth Planner
Fellow of the Personal Finance Society (FPFS)
Alex operates in Protection, Investments, Retirement Planning and Estate Planning, priding himself on his ability to build sustainable, holistic financial plans, for a wide range of clients.
I am a keen walker and can often be found travelling through Scotland or the Lake District.
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.