Alex has been working in financial services for over a decade, building extensive experience across a range of roles. During this time, he has worked for the world’s largest asset manager and, prior to joining Progeny, spent five years providing financial advice with Schroders Personal Wealth.
Having achieved Chartered Financial Planner status in 2024, Alex is committed to maintaining the highest professional standards while helping clients make informed financial decisions with confidence.
Alex is passionate about delivering goals-based financial planning, taking the time to understand what matters most to each client and providing truly tailored advice that reflects their individual circumstances, aspirations and objectives. He believes that strong, long-term relationships are built on trust, clear communication and a genuine understanding of each client’s unique needs, enabling clients to make confident decisions about their financial future.
Outside of work, Alex enjoys keeping active through walking and going to the gym, as well as playing and watching football. He also has a passion for travel and enjoys exploring new places whenever the opportunity arises.
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