Areas of expertise
Management of investment portfolios for families, individuals and IFAs; self-invested personal pensions (SIPPs); trusts.
He has been advising families and individuals on investment and related financial matters for more than ten years.
Alex works with clients and their advisers to structure investment strategies to meet a variety of requirements including shorter term income flow and longer term capital growth. He enjoys developing strong long-term relationships that grow across the generations.
He is experienced in working with independent financial advisers (IFAs) and their clients both locally and nationally.
Chartered Fellow of the Chartered Institute for Securities and Investment (CISI).