Chartered Financial Planner
Whole-of-Market Advice
Free Initial Consultation
Maidenhead · Windsor · Beaconsfield · Weybridge
Chartered Financial Planner
Whole-of-Market Advice
Free Initial Consultation
Maidenhead · Windsor · Beaconsfield · Weybridge
Who We Help
Whether you're building wealth, approaching retirement, running a business or protecting your family — independent advice designed around you.
How Can We Help?
ISAs, personal portfolios, onshore and offshore bonds, and school fees planning for families across Berkshire.
Find out morePersonal pensions, SIPPs, drawdown, auto-enrolment and retirement income strategies with a Chartered planner.
Find out more
Inheritance tax planning, trust planning, wills and lasting powers of attorney via trusted partner professionals.
Find out moreWhat We Do
Independent, whole-of-market advice across savings, pensions, protection, business planning and estate planning.
Growing and protecting your wealth
Why Choose Alex
As a Chartered Financial Planner, I provide independent, whole-of-market advice with your best interests at the centre. I work with trusted professional partners where specialist expertise is required.
Meet Alex15-minute call or one-hour meeting
Whole-of-market, client-first advice
CII gold standard qualification
Regular reviews as life changes
How It Works
Call, email or complete our form with a brief outline of your needs.
We'll discuss your situation and how independent advice can help — at no cost.
Clear recommendations agreed with you before any work begins.
Client Feedback
I wanted impartial, quality advice after having a number of bad experiences with banks. Alex surpassed my expectations — a walking encyclopedia of financial knowledge.
Alex has been very helpful and we have developed a strong working relationship. He worked for me and with me.
I feel more in control of my financial present and future now. Alex is knowledgeable but most importantly he listened to me.
Your Life Journey
Trusted Resources
Weighing up the benefits and risks of bringing your pensions together.
Practical principles to help you invest with confidence and clarity.
Simple steps to safeguard your wealth for future generations.
Book a free initial consultation. We'll listen, advise and recommend a clear way forward — no obligation.