Whatever changes you’re hoping to make or goals you’re aiming to achieve, I’ll provide you with sound advice and professional guidance every step of the way.

I’ve been providing financial advice to my clients for over 30 years now, having joined the industry in the late 1980’s. Today, my detailed and independent planning service is offered to both personal and business clients on a fixed fee basis.

Having enjoyed a career mainly based in the West End and City of London, I’ve now settled in Royal Tunbridge Wells. I look forward to building new client relationships locally, where I can be on hand to provide my personal service.

ABOUT US

Whatever changes you’re hoping to make or goals you’re aiming to achieve, I’ll provide you with sound advice and professional guidance every step of the way.

I’ve been providing financial advice to my clients for over 30 years now, having joined the industry in the last 1980’s. Today, my detailed and independent planning service is offered to both personal and business clients on a fixed fee basis.

ABOUT US

Personal services

My desire is to ensure that the needs of my individual clients are met, whether they be protection or investment focused. This includes personal and family protection, retirement planning and inheritance tax mitigation.

Life cover

Critical illness cover

Income replacement

Pensions

Investments

Inheritance tax planning

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If you run a company, no matter how big or small, you know there is one constant and that is change.

The well-being of your business is very much our business and we can help yours thrive, while you enjoy complete piece of mind. Essentially, we can help protect and enhance all that you care about, from your enterprise itself to the individuals that make it the success it is, whether that be via pensions or shareholder protection.

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Business services

Pensions

Group life cover

Keyman insurance

Group income replacement

How we work – my advice process

Design

The vital research and design of a personalised plan for you.

Build

Agreeing the action plan and putting the required structures in place.

Maintain

Regular reviews to monitor plans and ensure progress is made.

What my clients say...

Alec has been instrumental in helping me to organise a portfolio of investments, including personal savings accounts, pensions, ISA's and the like onto a Platform which has enabled me to review all our investments in one place. He has also provided sound advice on certain investments where we were previously being charged excessive fees and has recommended a high-class company to manage the portfolio. We have confidence in the advice he provides.

Graham C, Kent