Our financial planning team

Alex joined the firm having graduated from King’s College London with a degree in History. Alex is a Chartered Financial Planner and previously led the New Business team. He has experience dealing with clients in a wide range of circumstances. Alex believes in the value of a long-term relationship to truly understand client’s needs and objectives, and to construct a bespoke financial planning strategy accordingly. Outside of work, Alex enjoys his London-living and is a keen squash and hockey player.  As a proud Mancunian, he is also an avid Manchester United, Sale Sharks and Lancashire cricket supporter.
 

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.