Alex Alton
AFPS, Certs CII (MP&ER), Chartered Financial Planner
I have a passion for helping clients achieve their financial goals, making the complex simple, and giving clients their time back to do the things they enjoy.
About
I pride myself on taking the time to understand each client’s circumstances and to build a bespoke plan based on their aims and objectives. I help individuals, retirees, and small business owners, who do not have the time or expertise to manage their finances and want to leave it in the hands of a professional.
My career in Financial Services started in 2009, where I worked in a variety of roles before establishing Alton Wealth Management.
As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good Practices. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service, and support.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
