Position: Operations Director & Chartered Financial Planner
Tel: 01278 788646
Fax: 01278 789237
Alex started in financial services in June 2000, having completed his degree at Oxford University. Alex has passed his Financial Planning Certificate in 2001, and completed the Advanced Financial Planning Certificate, having passed G10, Taxation and Trusts, and G20, Personal Investment Planning, and G70, Investment Portfolio Management in 2004.
Alex is a Chartered Financial Planner and an Associate of the Personal Finance Society (APFS) having completed his Advanced Diploma in Financial Planning in 2010 by passing the AF5 Exam on Financial Planning Process. Additional exams held include passing Award in Pension Update (R08), Regulation & Ethics (R01), Investment & Risk (CF2), Long Term Care (CF8), Trusts (J02), Pension Income Options (J05), Financial Planning Practice (J08) and with Distinction, Personal Taxation (J01).
Alex was Chairman of the Burnham-on-Sea Civic Pride group in 2010 and Chairman of the Burnham-on-Sea Chamber of Trade & Commerce from 2007 until 2009. These positions together with other voluntary roles undertaken have resulted in over £½ million being raised for improvements to Burnham-on-Sea. Alex was runner up in the Insurance Institute of Bristol's Young Achiever of the Year award for 2007, having been short-listed for the 2005 award.
- MA, APFS; Chartered Financial Planner.
- Advanced Diploma in Financial Planning: AF5 Financial Planning Process, G10, Taxation & Trusts, G20, Personal Investment Planning, G70, Investment Portfolio Management.
- Diploma in Financial Planning: J01 Personal Taxation (passed with distinction), J02 Trusts, J05 Pension Income Options, J08 Financial Planning Process. R01 Financial Services Regulation & Ethics, R08 Pension Update. Certificate in Financial Planning: CF2 Investment & Risk, all three papers of the old Financial Planning Certificate.
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