About

ClearView Financial Planning was founded in 2025 following Alex's graduation from the St. James's Place Financial Adviser Academy in 2021 and gaining the prestigious Chartered Financial Planner qualification from the Personal Finances Society (PFS) in 2024. 

I help clients gain clarity and peace of mind over their finances, letting them focus on enjoying their life. I aim to make complex financial concepts simple for clients to understand. 

My mission is to help people live a life well lived, after all, once is enough if you do it right.  

My forward thinking financial planning process puts this mantra at the heart of everything I do. 

My aim is to help you identify what you would like out of life, as this is unique to everyone I help and empower you with the confidence to make any necessary changes to your finances.