Phone 02476 654321

Integrity Wealth welcomes new addition to team

Integrity Wealth Solutions are delighted to welcome Alex Bolton into the team.

Alex is a Chartered Financial Planner and Fellow of the Personal Finance Society and has been in the industry since 2006 upon graduating with a Law Degree from the University of Bristol.

Integrity Wealth welcomes new addition to team

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]

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If you have a question you would like to ask, please use one of the following contact methods below:

Phone 024 7665 4321
Fax 024 7645 0242

Coventry and Warwickshire Chamber of Commerce

Chamber House, Innovation Village

Cheetah Road

Coventry, CV1 2TL

 

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