Alex has lived and worked in North Devon since 1987 and has been a Financial Planner since 1994, providing expert financial advice to both personal customers and small to mid-sized businesses. This has given him an excellent grounding in providing quality financial advice and also an in depth knowledge of the area.
Alex specialises in providing protection cover, retirement provision including pension transfer advice and investment management with an emphasis on clear straightforward advice.
Alex has a calm manner and is careful to ensure that his clients fully understand both their financial situation and options open to them before making any choices or commitment.
In his private life Alex enjoys nature and the countryside enjoying walks with his partner, Julie, and their retired greyhound Willow. He is also a busy member of his local village community recently becoming a Parish Councillor.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Holistic financial planning Establishing and reviewing Trusts Complete personal risk management planning Short and long-term savings and investments