I pride myself on taking the time to understanding each client’s individual circumstances and then build a plan around that. I help people and small businesses who do not have the time or expertise to manage their own finances and want to leave it in the hands of a professional.
I stared in Financial Services in February 2009 and undertaken a variety of roles from premium banking to compliance. I established Alton Wealth Management, brining my years of experience dealing with clients, by giving them an expert to talk to, the piece of mind that their finances are being looked after, and giving them back time to enjoy what is important to them.
As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good Practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.
As a small business owner, knowing that I have insurance to help cover costs if I am unable to work is really important to me. After a review of my existing policies Alex made recommendations of how they could be improved to reflect my current circumstances. He also arranged a remortgage and reinves...
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.