Alex has experience partnering with high net worth individuals, business owners and families interested in intergenerational planning. Seeking first to understand her clients’ aspirations to gain a deep understanding of what they hope to achieve, she designs tailored plans with her clients’ end goals at the forefront. Her knowledge of cashflow planning, investments, pensions, estate planning, and protection means she is well-versed in adapting plans over the course of her clients’ lives.

Alex has over a decade of experience working in finance, working for top tier institutions JP Morgan and HSBC. She has achieved the gold standard Chartered status.