0330 038 8942
Based in Rochdale
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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 statusLast checked: 13 October 2026
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 monthsAlex has not received any reviews in the last 12 months
Alex has not received any client reviews in the past 12 months
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: 22 April 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.
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Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below2 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 profileFees not yet added
Alex has not yet added their fees to their profile
About
Alex operates in Protection, Investments, Retirement Planning and Estate Planning, priding himself on his ability to build sustainable, holistic financial plans, for a wide range of clients. I am a keen walker and can often be found travelling through Scotland or the Lake District.