Alex joined Weatherbys in 2021 and is a highly qualified Paraplanner within the Investment and Wealth Advice (IWA) team. Alex has over 5 years’ experience in the Financial Planning industry, as well a number years as a Management Consultant prior to this.
Alex enjoys building long-term financial plans and investment strategies for clients, which cover a variety of advice areas including Estate Planning, Investments, Retirement Planning and Tax.
Alex’s knowledge is supported by his professional qualifications which include Chartered Fellow of the Personal Finance Society (FPFS), Investment Advice Diploma (IAD) and Investment Management Certificate (IMC).
Outside of Weatherbys, Alex is both a keen hockey and tennis player among other sports, and he also enjoys playing regular games of chess.