Securing your financial future
Independent, whole-of-market financial advice from a Chartered Financial Planner — serving individuals, families and businesses across Berkshire, South Bucks, Surrey, Oxfordshire & West London.
Unleash the full potential of your finances
Comprehensive financial planning across savings, pensions, protection, business and estate planning — tailored to your goals.
- Customised solutions
- Whole-of-market advice
- Client-first approach
What we offer
Strategic financial planning services for your growth
From pensions and investments to protection and estate planning — independent advice at every stage of life.
Savings & Investments
ISAs, portfolios, bonds & school fees planning
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Pensions & Retirement
SIPPs, drawdown, consolidation & retirement income
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Insurance & Protection
Life, critical illness & income protection
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Business Planning
Group pensions, shareholder protection & employee benefits
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Mortgages
Whole-of-market brokerage (referral)
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Estate Planning
IHT, trusts, wills & lasting powers of attorney
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Maximise your financial potential with expert guidance
Whether you are building wealth, planning retirement or protecting your family, Alex provides impartial advice from the whole market.
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I'm Alex, a Chartered Financial Planner
With experience spanning investment banking and financial services, I provide independent, whole-of-market advice — representing my clients, not any product provider.
- Chartered Financial Planner (CII)
- 15+ years' experience
- Berkshire & Home Counties specialist
My defined process
A clear, structured approach from first conversation to ongoing reviews.
Introductory call
A free, no-obligation conversation to understand your goals, circumstances and what you need from financial advice.
Financial assessment
A thorough review of your pensions, investments, protection and tax position to identify opportunities.
Tailored solutions
Clear recommendations from the whole market, implemented with ongoing reviews as your life changes.
Why choose Alex's financial planning services
Proven track record
Trusted by families and business owners across Berkshire and the Home Counties.
Whole-of-market advice
Independent recommendations — not tied to any bank or product provider.
Chartered expertise
Among the highest qualifications in UK financial planning.
Client-first approach
Clear, impartial guidance tailored to your goals and circumstances.
Berkshire clientRead more reviews on VouchedFor →
Financial planning through the decades
Advice tailored to where you are in life — from your 20s through to retirement.
Getting Off to a Good Start
Build strong foundations with budgeting, emergency savings and your first pension contributions.
- Start a workplace or personal pension early — compound growth rewards time.
- Build an emergency fund of 3–6 months' essential expenses.
- Use your ISA allowance for tax-efficient long-term savings.
- Protect your income with basic life and critical illness cover if you have dependants.
Life stage planning
Whatever stage of life you are at, tailored financial planning helps you make informed decisions — from first pension contributions to sustainable retirement income.
Increasing Responsibilities
Mortgages, families and career progression — align protection and savings with growing commitments.
- Review life and income protection as responsibilities increase.
- Plan for school fees or childcare costs alongside mortgage repayments.
- Consolidate old pension pots and review investment risk.
- Maximise employer pension contributions and tax reliefs.
Life stage planning
Whatever stage of life you are at, tailored financial planning helps you make informed decisions — from first pension contributions to sustainable retirement income.
Growing Your Wealth
Peak earning years — optimise investments, pensions and tax planning for long-term growth.
- Diversify investments across ISAs, pensions and general investment accounts.
- Review pension contributions and carry-forward allowances.
- Consider business structures and corporate pension planning if self-employed.
- Begin inheritance tax and estate planning conversations early.
Life stage planning
Whatever stage of life you are at, tailored financial planning helps you make informed decisions — from first pension contributions to sustainable retirement income.
Planning a Secure Retirement
Consolidate pensions, model retirement income and decide on drawdown versus annuity.
- Obtain a detailed state pension forecast and review all pension pots.
- Model retirement income needs and test different drawdown scenarios.
- Consider final salary transfer analysis with a pension specialist.
- Reduce investment risk gradually as retirement approaches.
Life stage planning
Whatever stage of life you are at, tailored financial planning helps you make informed decisions — from first pension contributions to sustainable retirement income.
Enjoying Your Retirement
Sustainable income, estate planning and making the most of your retirement years.
- Manage pension drawdown sustainably to last your lifetime.
- Plan gifts, trusts and IHT mitigation for beneficiaries.
- Review wills and lasting powers of attorney.
- Consider equity release or downsizing if property wealth is central to your plan.
Life stage planning
Whatever stage of life you are at, tailored financial planning helps you make informed decisions — from first pension contributions to sustainable retirement income.
Insights & articles
Practical guidance on pensions, investments and planning
6 key investment tips
Six practical steps to reduce the probability of making a poor investment decision.
The Pension Drawdown Arrangement
Understanding flexible and capped drawdown for pre-retirees who want to keep funds invested.
Four key tips to help you protect your estate
Practical steps to safeguard your estate and ensure your wishes are carried out.
Elevate your finances with expert guidance
Speak with Alex in confidence about pensions, investments, protection or estate planning across Berkshire, South Bucks, Surrey, Oxfordshire & West London.