0330 038 8942
Based in Exeter
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: January, 2024
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
Last checked: 22 April 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
Recent Client Reviews
Alex has not received any client reviews in the past 12 months
Alex has not received any reviews in the last 12 months
Alex has not received any client reviews in the past 12 months
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: 10 January 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.
6
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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 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
Checks carried out by VouchedFor
FCA status: Certified by Firm
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
Last checked: 22 April 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
Recent Client Reviews
Alex has not received any client reviews in the past 12 months
Alex has not received any reviews in the last 12 months
Alex has not received any client reviews in the past 12 months
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: 10 January 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.
6
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 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 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
Alex joined RBC Brewin Dolphin in 2019 having spent ten years with a large FTSE 100 wealth management platform. He is passionate about helping clients realise their ambitions at every stage of their lifetime and considers it a privilege to play such an important role in enriching their lives. Alex has a specific interest in retirement planning and Inheritance Tax planning, often working with several generations of a family to ensure a holistic approach to financial planning. Comprehensive cashflow planning is a pivotal part of this type of advice, and the feedback from existing clients testifies to the importance of this in contemporary wealth management. Alex also specialises in providing advice to Deputies and Professional Trustees in the Court of Protection & Personal Injury space, working with a team of specialists to provide a bespoke offering.
Offers available through VouchedFor
Contact Alex through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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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Adviser Disclaimer
The value of investments and any income from them can fall and you may get back less than you invested.