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.

"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."


"Alex has recently taken over our account and, in a short space of time, she has captured our aspirations and plans for retirement succinctly and with enthusiasm. She is helping us with our immediate goals for our forthcoming retirement, specifically how to make our savings work best in order to achieve our dreams. She has also started to give us support and suggestions about our objectives in later life and what we will need to live well. "

"Alex is an engaging, pragmatic and clear in her communications. She is responsive and delivers what she says she will deliver. We are pleased to have her as our account manager and look forward to a long and productive relationship. "

"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."

Find out more about Alex Pugh...

  • 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
  • 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
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