Alex is based in West Bridgford, Nottingham for One Four Nine Wealth. He has been in the industry for over 4 years, attaining an exceptional understanding of the workings of the financial planning industry and is working his way to become a financial planner. He assists financial planners in preparing for client meetings by producing suitability reports and carrying out background research in areas such as pensions, investments and protection alongside annual review documents that summarise a client’s financial overview. In addition, he processes new business for clients which includes placing deals for investments and ensuring recommendations are implemented that work towards achieving financial objectives.
He holds several qualifications including CF1, LP2, RO1, RO2, RO3 and JO9 and is working towards the Diploma in Regulated Financial Planning qualification to become a Financial Planner.
