Alex Pugh

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.