Alex brings a wealth of expertise in financial planning, investments, and pensions. With a successful background as a senior consultant at leading wealth management firms and experience across Portugal, Switzerland, China, and Malaysia, he offers clients both domestic and international financial insight.
Alex brings a wealth of expertise in financial planning, investments, and pensions. With a successful background as a senior consultant at leading wealth management firms and experience across Portugal, Switzerland, China, and Malaysia, he offers clients both domestic and international financial insight.
He holds an MSc in Investment Management (with distinction) from Bayes Business School (formerly Cass), one of the UK’s top business schools. In addition, Alex is a member of the Chartered Insurance Institute and has earned certifications in Ethics and Regulation, Investment and Risk Management, Personal Protection, as well as Pension and Retirement Planning.
By combining technical knowledge with global experience, Alex works closely with clients to develop and implement tailored financial strategies, helping them protect their future lifestyle while achieving long-term ambitions with confidence.
.svg)
.svg)
