What is financial planning?
Financial planning means different things to different people. You might want to reduce your tax liabilities, and use those valuable tax allowances before they are lost, plan for your children’s future, finance a future purchase or perhaps secure an income for retirement or demystify those pension plans you hold! Alternatively you may just wish to make sure your financial position is protected while you raise a family or build a business.
Planning to succeed
It is important to work with an adviser you trust and Alex will spend time building this trust, by really understanding what is important to his clients, and explaining things in a jargon free way.
Whatever your needs, getting professional, impartial and fully independent advice can help you make the right decisions. Alex prides himself on building sound and lasting relationships by helping clients at every stage of their lives.
Learn more about Alex
After working in financial services for over 25 years, Alex decided to join chartered financial planning company DGS in 2020. With DGS Alex is able to remain fully independent, which he felt was important as he could offer his clients value and the very best solutions on the market, without restriction.
He is also extremely proud to have appeared as a VouchedFor top rated adviser in 2021 and 2022 as a result of his clients’ invaluable feedback.
