Alex Pugh
Chartered Financial Planner, Partner
Alex has experience partnering with high net worth individuals, business owners and families interested in intergenerational planning. Seeking first to understand her clients’ aspirations to gain a deep understanding of what they hope to achieve, she designs tailored plans with her clients’ end goals at the forefront.
With expertise in cash flow modelling, Alex is adept at providing specialised advice to ensure her clients achieve their long term financial aims.
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 a decade of 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.
Alex believes a well-structured financial plan has a positive correlation with one’s overall happiness.
"Alex has made my journey into retirement exciting and stress free."
Ali, Slough
"Both my wife and I have been extremely happy with the service we have received from Alex Pugh. She always acts with integrity and professionalism. "
Paul, London
"Meeting Alex Pugh was a cathartic experience. I've never had such a detailed explanation of my future finances. Overall, I rate this experience 10/10. My only regret is not finding Alex sooner! "
Kerry, Milton Keynes
"We have always found Alex Pugh to be on top of her game, with detailed knowledge of her subject. "
Patrick, Ringwood
"I feel reassured that Alex will be looking after my financial needs in the years ahead. Her honesty and guidance is very reassuring, and the detailed forecasting was excellent."
Sue, Marlow
"I appreciated Alex’s holistic approach to financial planning. Through our conversations she came to understand not just my financial situation but the wider picture of what is, and might become, important to me. As a result, her thoughts and advice felt appropriately personalised to me. I also found it helpful that Alex could fluently model a series of ‘what-if’ scenarios that allowed me to explore a variety of potential future paths."
At home...
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.
Find out more about Alex Pugh...
Education
Qualifications
- Mathematics and Finance BSc
- Chartered Financial Planner
- Investment Management Certificate (IMC), CFA UK
- Fellow of CII
- CII Level 4 Diploma in Regulated Financial Planning
- CII Level 4 Award in Pensions Update
- CII Level 4 Certificate in Discretionary Investment Management
- CII Level 3 Award in Long Term Care Insurance
- CII Level 3 Certificate in Equity Release
- CII Level 3 Certificate in Mortgage Advice
- CII Level 6 Advanced Diploma in Financial Planning
Affiliations
- Chartered Insurance Institute, CII
- Personal Finance Society (PFS)
- CISI Financial Planning and Advice Subject Specialist