Financial Planning Services
Independent, whole-of-market advice across pensions, investments, protection and estate planning.
Alex provides bespoke financial planning for individuals, families and businesses. Every recommendation is tailored to your circumstances — with access to the full market of providers.
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
Find out more →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.