I am a lifestyle financial planner and I help my clients make wise financial decisions
For over 25 years I have advised clients and I provide advice in the following areas:
Divorce - helping the individual understand their situation and plan for the future
Preserving your wealth
Protecting your family and loved ones
Inheritance tax (IHT) planning – planning for your family’s future
Investment management - making the most of your investments and savings
Retirement planning advice - when can you afford to stop working?
Advice at retirement - the mechanics of retirement, what are your options?
Later Life Care planning
Cash Flow Modelling
Providing Advice on Personal Injury and Clinical Negligence Claims
Alex joined Charles Stanley as Director of Financial Planning in 2019. Prior to joining Alex has 23 years experience advising clients, most recently at Tilney ,where she advised high net worth clients including lottery winners. Alex specialises in investment advice along with IHT planning, she also advises clients who are going through a divorce using cash flow modelling, along with personal injury clients. She is a pension transfer specialist and provides advice on pre retirement and at retirement solutions