Alex’s focus is on building trusted long-term relationships with private clients by delivering a tailored, personal service founded on the fundamentals of financial planning. He places great emphasis on helping his clients construct solid financial foundations through holistic goals-based planning, regular reviews and repositioning portfolios as markets or personal circumstances change. Tax-efficient strategies are one of the many focus areas in Alex’s wealth planning process, particularly for clients with links to the UK, Europe and/or Australia.
Having graduated with a BSc in Economics with a major in Finance, Alex has vast international experience with time spent in the Netherlands, Poland and most recently Singapore (since 2014), before which, the UK was home. Alongside work, Alex is an active committee member of the St. James's Place Charitable Foundation, supporting local charities including Boys’ Town Singapore and Club Rainbow, a keen runner and golfer, and 'enjoys' the rollercoaster ride of following Leicester City Football Club.