0330 038 8938
Based in Congleton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2024
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: 09 June 2025
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Alex has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Alex has not yet added their qualifications to their profile
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Alex has not yet added their qualifications to their profile
Transparent Fees
Alex has not yet added their fees to their profile
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Alex has not yet added their fees to their profile
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)
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: 09 June 2025
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Alex has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 06 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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 not yet added their fees to their profile
Fees not yet added
Alex has not yet added their fees to their profile
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)
Self-employed Financial Planning Consultant working with Quilter Financial Advisers. My vow is to always put my client’s needs and objectives at the forefront of all advice given. I will ensure all clients feel comfortable and confident with me as their adviser and the advice I have provided them with on an initial and ongoing basis. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Approver: Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, 10/06/2024.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Alex's clients
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