Meet Alex

Client Relationship Manager


Alex has found a career in financial advice after ten years of varied experience that includes: gaining planning permission for offshore wind farms; serving in the British Army; working for a world leading asset manager; and starting his own business. Along the way he identified his enjoyment for planning and creative thinking.

He is currently part qualified and plans to finish his qualifications under the expert guidance of Tom.


When Alex is relaxing he spends his time with his wife, Juliet, and their long haired dachshund, Lulu. He also continues his interest in supporting the armed forces by working as a Squadron Second-In-Command in the Scottish & North Irish Yeomanry, Army Reserve.

In the spotlight

My favourite holiday destination is:

Sat onboard a gulet cruising the turquoise coast in Turkey (where I got married)

On an ideal weekend, you can find me:

Hosting friends and working on DIY projects

If I could turn any activity into an Olympic sport, I would win a medal in:

Losing balls on the golf course

When the dessert menu arrives, I’m looking for:

Malteser cheesecake

The three qualities that draw me to new people are:

Interesting, funny, and chatty