Alex offers a wealth of experience and knowledge to all clients.
His passion for quality advice and supporting people to meet their long term life goals started almost 13 years ago, when he started working for a leading UK bank as a Corporate Account Manager. Alex went on to provide advice on various aspects of financial planning including investment planning, protection, pensions and long-term care to a wide variety of corporate clients for the banking organisation.
Looking for a change he went onto specialise in financial planning for healthcare professionals and high net worth individuals and has a wealth of knowledge around their needs and solutions.
Alex’s strong work ethic has built a foundation for effective and lasting working relationships with clients and vendors alike.
Before joining Quays Wealth Management Alex was an adviser at a local IFA firm, as he believed that a client centric approach had been missed by larger banking organisations. He brings these core values to Quays offering an expert service of quality and excellence in order to give financial peace of mind to clients.
When not in the office Alex loves watching live sport or can be found enjoying a round of golf.