Contrary to many other firms, we provide joined-up investment and financial planning advice. We believe that these areas are equally important, and must be considered together in order to deliver the best outcomes for our clients.
Our clients enjoy the qualities of a smaller and friendlier firm while also benefiting from our team’s experience working for world-renowned institutions including the likes of Goldman Sachs, Ruffer, GAM, UBS, and Close Brothers.
Alex provides holistic financial advice covering retirement planning, inheritance tax mitigation, trusts, and school fee planning. He has worked with private clients since 2005 at Fidelity, UBS, and latterly at Close Brothers.
At UBS, he was also part of an internal team responsible for advising senior staff of the Investment Bank on personal financial planning.
Alex holds the Investment Management Certificate and Financial Planning Diplomas from the CII and CISI.