Alex has been in financial services since 2001. Having worked in both national and international organisations, he has gained experience in both onshore and offshore financial planning. This has enabled him to be able to guide clients residing both permanently in the UK and those on an expat basis, to navigate the various stages of their short, medium and long term plans.
Alex is also a pension transfer specialist enabling him to provide advice at an expert level on all manner of pensions, including more technical defined benefit/final salary schemes. This has allowed Alex to offer a very broad and extensive range of advice and he seeks to provide this comprehensive support amongst the full spectrum of financial plans to his clients over the long term.
Kevin is an experienced Wealth Manager who builds long term trusted relationships with his clients, ensuring their needs are at the centre of everything he does. In a career that started in 1999 within the banking industry, Kevin has worked in the financial advice arena providing advice on mortgages, investment planning, pensions and tax planning for nearly 20 years providing long term support and advice to his clients.
Having worked in Zurich, Switzerland and Barcelona, Spain, Kevin has an in depth knowledge of not only clients who were born and live in the UK, but also Resident Non-Domiciled clients who may be living and working in the UK temporarily. Kevin also deals extensively in the sports and entertainment arena and has been seen & heard regularly on TV and radio giving opinion and reviews on an array of different financial areas.