We are pleased to welcome Alex to our team, a Chartered Financial Planner with a background in independent financial advice for both personal and corporate clients.
Alex is accredited by the Chartered Insurance Institute/Personal Finance Society with a maths degree and two financial planning diplomas, including the Advanced Diploma in Financial Planning, under her belt.
She advises on most aspects of financial advice including pensions, investments and protection and is particularly passionate about being able to look at the entire market place, ensuring that clients receive advice relevant to their personal circumstances.
Alex also has an interest in ethical investments and how they will shape our world in the future.
“I’m really pleased to be joining such a reputable firm with values that reflect my own. I decided on a career in financial advice after seeing my parents struggling to understand their pension options and I wanted to break down the financial jargon to help people achieve their retirement goals.
I also believe it’s important to look holistically at a client’s circumstances so that I can provide the right advice for them and their individual needs, which are different for all clients.”
Craig Davidson, Managing Director comments:
“I’m excited to welcome Alex to the team. She will be our second Chartered Financial Planner, and shows our commitment to high quality, impartial financial advice.”
When she’s not helping clients, Alex enjoys the great outdoors including walking on the moors with her husband and 2 year old dog Otto, (a mad but handsome Wirehaired Vizsla), as well as swimming in the sea.