APFS
Alex is a Chartered Financial Planner. He has worked in financial services since 2002 and joined Attivo in 2024.
Alex is an Associate Member of the Personal Finance Society (PFS) and has been listed in VouchedFor’s Top Rated Financial Adviser Guide for six years running.
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice.
To achieve Chartered status, Financial Planners must hold Advanced papers from the Chartered Insurance Institute (CII). Alex holds the following Advanced Financial Planning papers:
Financial planning: Alex builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession.
