Alex Shields

Alex Shields

The Private Office

Minimum savings/pensions: Over £500,000

0208 166 7217
Based in Selhurst
View location
Top Rated 2025
Verified since: March, 2020
4.7 out of 5

138 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 October 2025

    Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    Alex has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 September 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Alex has not yet added their qualifications to their profile

  • Transparent Fees

    Alex 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

  • 78

    Positive First Impressions

    96% of users who are not yet clients had a positive first experience with Alex

    96% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 78 first impressions)

I have worked in financial services since graduating from Exeter University with an honour’s degree in Economics in 2008. After spending a number of years at another top city financial planning firm, I joined John Lamb, now part of The Private Office, in 2014. I have experience across the full range of financial planning services with a particular focus on pensions and I believe the ever-changing legislative landscape offers an opportunity for financial advice to add real value to the circumstances of clients and their families. I look to build up a detailed understanding of my clients’ situations which enables me to provide bespoke advice tailored to their circumstances. I believe cashflow modelling can help bring this advice to life.