Alex provides holistic financial advice, focusing on building lasting, long-term, trusting relationships.

Retirement Planning

• Helping Business owners plan for retirement and a successful business exit*
• Enabling individuals to save for a comfortable retirement
•  Assisting people to access their pension assets in a flexible and tax efficient way.

Investments

• Tax efficient Investment schemes
• Saving schemes for children and grandchildren
• Trustee Investments

Inheritance Tax Planning

• Protecting against future inheritance tax
• Investing within inheritance tax efficient vehicles
• Advice around trust** and estate planning

Protection

• Advising business owners on protecting themselves and their businesses.
• Protecting families and individuals in the event of death or illness
• Mortgage protection.

Alex is committed to ensuring his industry knowledge continues to deliver value for clients, with a passion for personal development.

Prior to his role as a Financial Adviser, Alex enjoyed a successful career as a Golf Professional and still enjoys the game to this day.

Outside of work, Alex is a keen sportsman, playing cricket for Avoncroft CC and still enjoying the odd game of reasonably competitive golf.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.

**Trusts are not regulated by the Financial Conduct Authority.