Let's work together
Book a free initial consultation or get in touch by phone or email.
Get in touch
Whether you have a specific question or want to arrange a free consultation, Alex is happy to help. Offices in Maidenhead and Wokingham, with remote meetings available.
Maidenhead
4 The Rushes
Maidenhead, Berkshire
SL6 1UW
Wokingham
Markham House
20 Broad St
Wokingham RG40 1AH
FAQs
Common questions about financial planning with Alex.
A Chartered Financial Planner provides independent advice on pensions, investments, protection and estate planning — searching the whole market to find solutions suited to your goals.
Yes. Alex offers a free initial consultation to discuss your needs and explain how he can help, with no obligation to proceed.
Alex advises clients across Berkshire, South Bucks, Surrey, Oxfordshire & West London, with offices in Maidenhead and Wokingham. Remote meetings are also available.
Yes. Alex is an independent financial adviser who represents clients — not product providers — and has access to the full market.
Alex is a Chartered Financial Planner (CII) with BSc (Hons), MSc and DipPFS qualifications, plus experience in investment banking and financial risk management.
Mortgage advice is available by referral to a whole-of-market broker for residential, buy-to-let and remortgage needs.
Prefer to talk now?
Speak with Alex in confidence about pensions, investments, protection or estate planning across Berkshire, South Bucks, Surrey, Oxfordshire & West London.