0330 038 8938
Based in Worcester-Park
View locationChecks 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 Authority
Last checked: 20 April 2025
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Alex has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 2 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: 29 January 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.
2
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 below
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
6
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 6 first impressions)
83% of users who are not yet clients had a positive first experience with Alex
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 6 first impressions)
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 Authority
Last checked: 20 April 2025
Alex and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Alex has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 2 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: 29 January 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.
2
Qualifications Uploaded
Alex has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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 below
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
6
Positive First Impressions
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 6 first impressions)
83% of users who are not yet clients had a positive first experience with Alex
83% of VouchedFor users have had a positive (4 or 5 star) first experience with Alex (based on 6 first impressions)
Alex started in the financial services industry in 2008, after a successful 9-year career in the Armed Forces. He attained his diploma in Regulated Financial Advice from the Chartered Insurance Institute and is currently working towards Chartered status. Alex places a high value on his technical knowledge and understanding of the industry. This, along with his down to earth style, allows him to tailor bespoke recommendations to clients no matter their circumstances. He is also the ‘go-to’ advisor for complex mortgage cases and has extensive experience with lenders across the whole of the market. Most important to Alex is his family; he is kept perpetually busy by his two young daughters. When not playing dress-up, he relaxes by cycling, cooking, and playing tennis.
Offers available through VouchedFor
Contact Alex through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Alex's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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