Arabella Alexander

I work with people to overcome the ever increasing complexities within personal and business finances whilst communicating in a clear, no jargon, approachable way. I help my clients to find clarity, peace of mind and financial security surrounding their money management. I became an Associate Partner Practice of St. James's Place in 2023 following 15 years in the Wine Trade working with Private Clients and managing Fine Wine Portfolios and latterly running a Small Independent Wine Merchant in South West London. My decision to change careers into the world of financial planning was driven by an understanding of how real the need is to help people navigate the complex world of finance. Clarity and direction is key when is comes to managing money if these are missing it can lead to unnecessary worry and stress; I am here to help you build a healthy and secure relationship with your finances. We are all busy people dealing with the intricacies of our day to day lives and it's often difficult to take that step back and look at the bigger picture of where we are all going. I am on a mission to communicate how important it is to have a financial plan and ensure it's kept up to date. A well implemented plan provides the freedom to spend more time enjoying the things you love. As an Adviser in this area, trust, integrity and approachability are values I hold high in providing the best possible experience. Managing your hard earned money is a huge undertaking and I respect the magnitude of it. With knowledge gained from my diploma there are many ways to make your money do the hard work for you. I provide a broad range of financial advice around Pension planning, Investment planning, Inheritance Tax and Protection planning. Advice is tailored to your circumstances and life-long goals.