0330 038 8939
Based in Belfast
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: April, 2025
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 11 May 2026
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
16
Recent Client Reviews
Alex has received 16 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Alex has received 16 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.Last checked: 01 May 2026
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below2 qualification certificates available to view
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Alex has added their fees to their profile. You can see them by clicking on the ‘fees’ tab belowAlex has provided information on their typical fees
Alex has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 4 first impressions)100% of users who are not yet clients had a positive first experience with Alex
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 4 first impressions)
About
I'm Alex, an Independent Financial Planner at Newbridge Financial Planning in Belfast, and I specialise in helping tech and engineering professionals get their financial house in order, without the jargon, the hard sell, or the one-size-fits-all approach. Most of my clients are in their 40s or 50s, earning well, and quietly aware that they haven't given their finances the attention they deserve. They're smart, busy people who are great at what they do professionally, but who've never quite found the time to sit down and work out whether their pension is on track, whether their family is properly protected, or what retiring on their own terms would actually look like in practice. That's exactly the kind of conversation I enjoy having.7 I take a straightforward, structured approach, no waffle, no unnecessary complexity. I'll listen properly, look at your full financial picture, and give you honest, independent advice on what to do next. Because I'm independent, I'm not tied to any particular provider, which means my recommendations are always based on what's right for you. My areas of expertise include retirement and pension planning, investments and ISAs, life and income protection, and business succession planning for those who run their own firms. I'm currently working towards Chartered Financial Planner status, and Newbridge Financial Planning is rated 4.9 out of 5 across 200+ independent client reviews — so you're in good hands. If you'd like a straightforward chat about where you stand financially and what your options are, I'd love to hear from you.