Alex Rose

As a dedicated Financial Adviser, I'm passionate about empowering individuals, families and businesses to make informed decisions that pave the way to financial freedom and security. Specializing in comprehensive financial planning, investments, retirement strategies and tax planning. I take a holistic approach to finance, building my advice around my clients' goals, aspirations, and the people they care about in their lives. People want help in getting the right pensions, investments and reducing their tax bills. These are of course incredibly important parts of the puzzle. Yet it is also important to not lose sight of the fact that this is all in service of what they really want. To live a great life now and in the future. Feel free to connect with me here to book in your complimentary financial advice meeting, if you're seeking guidance on your financial journey or if you're interested in exploring opportunities for financial growth and security. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. 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. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx