Alex has experience partnering with high-net-worth individuals, business owners and families interested in intergenerational planning.
She seeks first to understand her clients’ aspirations and goals to gain a deep understanding of what they hope to achieve. With specialist experience in cash flow modelling, Alex then designs tailored plans with her clients’ end goals in mind. Her knowledge of investments, pensions, estate planning and protection means she is well-versed in adapting plans over the course of her clients’ lives.
Alex has over 15 years’ experience working in finance, working for top tier institutions JP Morgan and HSBC. She has achieved the gold standard Chartered status and has completed the Certificate in Financial Wellbeing. She firmly believes a well-structured financial plan has a positive correlation with one’s overall happiness.
In her spare time, you can find Alex walking, running, or socialising with family and friends. She is also a fan of losing herself in a book for the afternoon.
"Alex asked such interesting questions that I never would have thought of. It was obvious that Alex had listened to me, as the summary took all events into consideration. I had no hesitation investing with Saltus, but for me it was Alex that I want to work with (sorry Saltus!). My only negative is that I wish I had found Saltus and Alex earlier in my investment journey. I have already recommended her to one of my closest friends. "
- Mathematics and Finance BSc
- Chartered Financial Planner
- Investment Management Certificate (IMC), CFA UK
Achievements & Awards
- Chartered Insurance Institute, CII
- Personal Finance Society (PFS)
- CISI Financial Planning and Advice Subject Specialist
- Financial planning
- Investment management
- Wealth management
- Retirement planning
- Pension consolidation
- Tax planning for high earners
- Tax-efficient drawdown
- Inheritance tax planning
- The Lifetime Allowance
- Protection planning
- Pensions on divorce