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 to navigate the various stages of their short, medium and long term plans.
Alex is a pension specialist enabling him to provide advice at an expert level on all manner of pensions. 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.
Alex is also a Fellow of the Personal Finance Society (FPFS) which is the very highest designation awarded by the Personal Finance Society. This achievement has only been obtained by a very small percentage of advisers operating in the UK.
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.
Raechel has worked in client service facing roles for around seven years. She first took the step into financial services in 2015 at a local firm of chartered accountants. There she developed a wealth of experience in several different areas, notably accounts, auditing and working with the company secretarial and tax teams. Some two years later, in 2017, she decided to specialise her field of work and began formal training as a certified company secretary. Upon joining Fortem Financial Management, Raechel has been instrumental in developing and creating key systems and processes in order to improve and develop the experience clients receive and this will further aid the journey that clients go through with our company. Also providing administration support to the wealth managers here, Raechel has become a vital resource “behind the scenes” and looks forward to continuing being a valuable team member within the company as it grows.
Having worked in customer service and business development for a local Employee Benefits Training company while also completing her own Business Degree in 2017, Laura brings a wealth of experience in areas such as client servicing, administration, marketing, business development and bringing products to market. Laura joined the Hampshire office to take her first steps in the Finance industry and to transfer her existing skills to help evolve the client service proposition of the company as well as ensuring that our clients get the client service levels they deserve. Since joining the business, Laura has been instrumental in enhancing the branding and marketing of the company and ensuring that we are at the very cutting edge of the technology in the industry.
Harrison joined the company after completing his BTEC qualifications in Business Studies. As a Client Associate, Harrison provides essential first line contact with new client’s and professional introducer’s and ensures that clients have someone to speak to should their Wealth Manager be in meetings. Prior to joining the Finance industry, Harrison paired his studies together with working in the retail sector gaining valuable experience dealing with different clients on a daily basis.
A key part of Fortem Financial Management’s Business Development Strategy, Harrison is also the key contact for any new professional introducers to the business. Harrison is also studying towards his Diploma Level 4 in Regulated Financial Planning.