The decision to join us was to ensure that clients continued to receive a high-quality service that shared the same client-centric ethos as their own. Alex has been a pension transfer specialist since 1994 and has held the Investment Management Certificate since 1996. Alex believes that his main role is to help clients feel good about their future and he has a reputation for giving straight forward advice.
He believes that being an expert at what you do is important, but it’s only valuable if we can really understand the unique needs of each and every client. That’s what makes the difference.
