Alex is an Investment Director of Allonby + Partners and is a trusted adviser to private individuals and their families. Alex has over a decade of experience in financial services and specialises in designing financial plans and investment strategies for individuals.
Having previously worked at the professional services firm PwC, Alex sees his role as becoming an advocate for his clients, putting their interests first in an industry which often overlooks that financial advisers have a position of great responsibility and trust.
Alex joined Allonby + Partners as he wanted to continue to provide independent advice to clients. He feels the only way in which he can be a genuine advocate for his clients is if he is free from the pressures of a business model and is always able to provide his best advice for his clients.
Alex graduated from the University of Leeds in 2007. He is a member of the Personal Finance Society and has the CII Diploma in Financial Planning and the CFA UK Investment Management Certificate (IMC).
0207 312 6518