0330 038 8938
Based in Burnham-on-Sea
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2022
4.9 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 Authority
Last checked: 14 January 2026
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
76
Recent Client Reviews
Alex has received 76 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 76 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: 06 October 2025
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.
Qualifications Uploaded
Alex has not yet added their qualifications to their profile
Qualifications not yet added
Alex has not yet added their qualifications to their profile
Transparent Fees
Alex has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Alex 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
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 3 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 3 first impressions)
I'm an experienced Chartered Financial Planner in Somerset. As a provider of independent financial advice to individuals, Trustees, Attorneys, and small businesses, my aim is to work with you to understand where you are now, what you wish to accomplish or create, what is important to you and the challenges you face, to create tailor-made financial plans. My client groups are varied: ranging from members of the local community to regional leaders and national organisations. We have a particular specialism concerning the Judicial Pension. Since 2008, the Chartered Insurance Institute (CII) has awarded my firm with the title of 'Chartered Financial Planners'. This exclusive award is subject to annual reassessment and is reserved for those businesses meeting a professionalism 'Gold Standard'.