I established Alexanders Wealth Management to help business owners and their families plan for a financially secure future.
I decided to become a financial planner when working for a large bank, because I saw the value that good financial advice could add. I think that families working together can achieve better outcomes if they approach their financial planning and wealth management goals as a family, rather than as individuals. I hope to help many more families realise this and benefit by working together.
In June 2017 I was delighted to be awarded the Advanced Diploma in Financial Planning from the Chartered Insurance Institute, and become a Chartered Financial Planner. Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree. It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code*.
When I'm not working, I love to read, go to the gym and spend time with my wife Jenny, and son Oliver.