Alex brings with him a wealth of experience, having worked his way through the ranks and becoming a Financial Adviser in 2012. His areas of expertise are complex pensions, estate planning, charities and trusts. Since achieving Chartered Status, Alex has been driven to continually develop his skills and knowledge by gaining additional industry qualifications and has recently added the Investment Management Certificate and a qualification with the Society of Trust and Estate Practitioners to his already impressive portfolio.
Since becoming a Financial Adviser, Alex has not only worked within Financial Services companies, he has also held inhouse positions as an Adviser at a Chartered Accountants and within a national Investment Manager. This gives him an in-depth working knowledge of these industries and the areas they and their clients may need assistance with.
Although we are still working remotely, our technology means we have all been able to “meet” Alex and we are confident he will soon be an integral member of the IWS family.
If you think Alex might be able to assist you in your financial planning, please get in touch:
Tel: 02476 388911
Email: [email protected]