Alex graduated from the University of Lincoln in 2021 with a 2:1 in Business Economics. He began his career in financial services as a SIPP administrator before progressing to become a business development consultant, managing key accounts and fostering client relationships across East Anglia and the Midlands.

After deciding to travel across Europe, Alex joined Mattioli Woods as a trainee wealth management consultant and qualified with the Diploma in Regulated Financial Planning. He specialises in supporting owner-managed businesses navigate the complexities of property purchases within pension schemes, drawing on his extensive SIPP and SSAS expertise.

Alex’s diverse experience across client administration, business development and wealth management enables him to deliver tailored financial solutions. He believes in building genuine relationships based on trust and transparency, ensuring personalised approaches for each client’s unique circumstances.

Outside of work, Alex is an avid football fan and proud season ticket holder at Nottingham Forest. He can often be found on the golf course perfecting his swing, or spending quality time with family and friends. His love of travel continues to inspire him, having explored much of Europe and always planning the next adventure.