Alexander Head

Alexander joined Sovereign in 2024, bringing over five years of experience in the financial sector, with expertise in cashflow modelling, inheritance tax planning, investment analysis, and Venture Capital Trusts (VCTs). His deep understanding of financial complexities helps clients navigate an ever-changing global economy and empowers them to take control of their financial futures through bespoke, tax-efficient plans. Certified with a CISI Level 4 qualification, Alexander has advised clients across continents and sectors, tailoring strategies to diverse needs and levels of experience. His professional philosophy centers on building lasting relationships and fostering client confidence in financial decision-making. Based in Market Harborough, Alexander enjoys balancing his professional commitments with quality time spent with his family, his dog, and engaging in sports. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 13/01/2025