Senior Financial Planner
01483 330504

Brought up in Wokingham, Berkshire, Alex began his career working for two large UK insurance firms. In 2005 he moved into financial planning and went on to join Punter Southall Wealth (previously Punter Southall Financial Manmagement) in 2009 when the firm he worked for was integrated into the business. Alex gained the Diploma in Financial Planning and now advises on investments, inheritance tax/estate planning and financial protection, with a particular specialism in pension planning. Away from work, his interests include most sports, especially rugby and tennis. At weekends he spends quality time with his family or indulges in some DIY (if allowed).

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