Alex founded ClearView Financial Planning in 2025 after successfully advising with St. James's Place (SJP) since 2021.
Alex has achieved the prestigious Chartered Financial Planner qualification with the Personal Finance Society (PFS), demonstrating his commitment to excellence and providing the highest standards of planning to his clients. Alex takes great pride in helping his clients and aims to provide easy to understand and jargon free advice.
Prior to financial planning, Alex graduated from the University of Sheffield with a bachelor's degree in Aerospace engineering and he has applied this to helping clients solve complex financial problems with simple solutions.
Away from work...
Alex enjoys spending time with his family and friends. He is also a keen skier and enjoys cooking good food.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.