Citywealth Leaders List, 60 seconds interview – Alex Kamieniecki, Weatherbys
This week’s 60 seconds Citywealth Leaders List interview is dedicated to Alex Kamieniecki, Financial Planner at Weatherbys.
Tell Citywealth readers a bit about your role
As a financial planner, I work closely with clients across all aspects of their financial lives, from long-term retirement and investment planning through to estate structuring and protection. A big part of my role is building financial plans that give clients clarity, using cashflow modelling to help them understand what’s possible and make confident decisions about the future.
What does a typical day look like for you?
There’s no real routine, which is part of what I enjoy. Some of the day is spent with clients, understanding what matters to them and how their plans are evolving. The rest is more behind the scenes, building and refining plans, pressure-testing assumptions and thinking through different scenarios so that the advice we give stands up over time.
Tell us about some recent, interesting client instructions/requests you have received
One situation that stood out was a client in the process of selling a business they had built over many years, with an expected value of over £100m. Despite what will be a transformational moment for them and their family, their immediate concern was more practical, making sure outstanding business loans were covered in the short term should anything happen before completion.
It was a good reminder that financial planning isn’t just about long-term wealth, but also about managing risk and providing reassurance at key moments.
What challenges do your clients face and how are you helping your clients to overcome them?
For many clients, the challenge isn’t setting a plan, it’s keeping it on track as things change. Markets move, regulation evolves and personal circumstances shift over time.
Our role is to help clients navigate that uncertainty with a steady approach, regularly reviewing plans, adapting where needed and using cashflow modelling to bring things back to what really matters to them.
What is your proudest professional achievement?
One thing I’ve taken particular pride in is developing a client case tracker for the team. It’s a relatively simple idea, but it’s made a real difference, improving oversight, helping us work more efficiently and allowing us to deliver advice more effectively across a growing number of clients. It was also recognised in our internal awards, which was a great moment for the team.
What do you consider to be the most important attributes for a leader?
For me, it starts with listening. The best ideas don’t always come from the same place, so being open to different perspectives and being willing to adapt your approach is important.
Creating an environment where people feel heard and valued goes a long way in building a motivated, collaborative team.
Who do you most admire and why?
I’ve always been struck by the story of John Honey. As a 19-year-old student in St Andrews, he heard about a shipwreck just off the coast during a storm. Despite the conditions, he swam out repeatedly, five times in total, to rescue people stranded in the water, saving five lives.
What makes it even more remarkable is that the injuries he sustained during the rescues were later linked to his early death in his early 30s. It’s an extraordinary example of selflessness and determination, stepping forward when it mattered most and putting others before himself despite the personal risk.
Where was the last place you travelled to for work or pleasure?
I was in Banff earlier this year on a ski trip. I enjoy being active, and it’s hard to beat being out in the mountains with that kind of scenery.
If you weren’t in this industry, what else might you be doing?
I would likely be involved in sport in some capacity, either coaching or competing. I’ve always enjoyed the discipline and the sense of progress that comes with it, as well as the competitive side.
How do you relax after a long day?
I tend to keep it simple, playing chess, reading or trying to learn new music. If the weather’s good, getting outside for a walk is always a good way to switch off.
Weatherbys’ Citywealth Leaders List profile
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