Our financial planning team

Alex joined Rathbones after 10 years with a regional Chartered Financial Planning and Accountancy practice based in West Sussex.

Being a Chartered Financial Planner and one of the few in the UK to be accredited by the legal body Resolution, he has a depth of experience in all areas of planning for every life stage. This ranges from tax efficient investing to retirement planning to estate and long-term care planning.

Working alongside an accountancy practice for many years, Alex has a strong understanding of tax and trust legislation, as well as extensive knowledge of the pensions system which has seen him act as expert witness for the courts on a number of occasions as well as mentoring colleagues. 

In 2015, he was named in the UK’s top 35 financial advisers aged under 35.

Alex is passionate about getting to know his clients, building lasting relationships providing a friendly, personable service. He most enjoys helping clients understand complex financial matters by making them seem simple, explaining concepts in relatable and meaningful terms.

Alex joined Saunderson House (SHL) in 2015 as part of the graduate trainee programme and is now a Chartered Financial Planner and part of Rathbones Financial Planning following the acquisition of SHL in October 2021. He enjoys working with clients to help them determine and prioritise their financial goals and put in place a robust plan to achieve them.  This covers those accumulating wealth in the earlier stages of their journey, through to retired individuals who require assistance with ensuring that they can sustain their standard of living for their lifetimes.  Outside of work, Alex is an avid sports fan and enjoys skiing as well as playing football and golf.  He also enjoys travelling to and exploring new places and cultures.

Alex is a Chartered Financial Planner, a Fellow of the Personal Finance Society and also holds the Investment Management Certificate (CFA). He joined Rathbones in 2019 and has significant knowledge and experience in providing the advice and direction which enables clients to meet their financial goals.

Alex helps on a broad range of areas including investment structuring, wealth preservation, retirement planning and legacy planning.

Previously, Alex managed the financial planning team at Kleinwort Benson and was awarded “Best Wealth Planning Team” at the WealthBriefing European Awards, 2017.