0330 038 8940
Based in Ledbury
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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: 06 May 2025
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Alex has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 2 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 March 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.
3
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 not yet added their fees to their profile
Fees not yet added
Alex has not yet added their fees to their profile
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: 06 May 2025
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Alex has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 2 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 March 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.
3
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 not yet added their fees to their profile
Fees not yet added
Alex has not yet added their fees to their profile
I am a Independent Financial Planner (IFA), with over 10 years experience advising Businesses, High Net Worth and Ultra High Net Worth clients. I hold qualifications in investment planning, retirement planning and taxation as well as the financial planning diploma and further qualifications in mortgage advice and long term care. I have extensive knowledge and experience advising on Protection, Investments, Pensions, Wealth Utilisation Strategies, Corporate Financial Planning, Advice to Directors and Inheritance Tax Planning. Typical clients are individuals, families, companies, charities and trust funds with assets in excess of £250,000, however due to Winnell Douglas's fixed fee structure I don't have a minimum wealth criteria. I offer a high level of service to all clients, regardless of their wealth.
Offers available through VouchedFor
Contact Alex through VouchedFor and your initial 1 hour 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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