0330 038 8942
Based in Newport
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: November, 2017
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 AuthorityLast checked: 16 October 2026
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
57
Recent Client Reviews
Alex has received 57 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Alex has received 57 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: 28 September 2026
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.
6
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below6 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 belowAlex 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
14
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 14 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 14 first impressions)
About
I work with business owners and professionals who want a clear plan for their financial future. As a Chartered Financial Planner with over a decade of experience, I help clients bring structure, clarity and confidence to decisions around pensions, investments and retirement planning. My advice is supported by advanced fund analytics and cash-flow modelling so clients can clearly see where they are today and where they’re heading. Outside work I enjoy discovering new restaurants, travelling and running. Last year I completed the London Marathon, raising over £6,000 for Samaritans. If you’d like help building a financial plan, please feel free to get in touch.