DipPFS BSc (Int) Cert CII (MP)
Alexander is an Associate Financial Planner and joined Attivo in 2021.
Alexander holds the Diploma in Regulated Financial Planning and is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Technical Excellence
All Associate Financial Planners require a Diploma in Financial Planning to support in providing advice.
Financial planning: Alexander 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.
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons.