Financial Planning Consultant, DipPFS in Crawley
I am a Financial Advisor based in Crawley, West Sussex, with eight years of experience within financial services. My goal is to help individuals and businesses secure their financial futures. I specialise in retirement planning, investments, estate planning, and protection, ensuring that the people I advise are well-prepared for whatever lies ahead. I place a strong emphasis on openness, honesty, and trust, encouraging clients to make well-informed decisions. I genuinely enjoy guiding people towards lasting financial well-being and building rewarding and lasting relationships.
In the UK, there’s an estimated £26.6bn1 in lost or forgotten pensions. That means the average UK worker is missing as much as £28k2 from their retirement money. But there’s good news - this kind of financial hit is completely avoidable.
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early.
If that sounds good to you, please get in touch.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Tax Planning is not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change.
2 Source: https://www.hrmagazine.co.uk/content/news/average-uk-worker-has-28-000-in-unclaimed-pensions
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Home contents insurance, buildings insurance.
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Crawley
West Sussex
United Kingdom
Alexander is located in Crawley and offers expert financial advice to suit your needs.
I am a Financial Advisor based in Crawley, West Sussex, drawing on eight years of experience within financial services. My focus is on guiding individuals, families, and businesses through key areas of financial planning, including retirement planning, investments, estate planning, and protection.
I believe in being open, honest, and approachable, offering clear advice so clients can feel fully informed and confident in their decisions. My approach is centred on genuine understanding and personal connection. I aim to create long lasting relationships built on trust, ensuring each client’s goals and aspirations are carefully considered.
My objective is to help people feel reassured in the present, prepared for the future, and confident that their financial interests are being supported. It’s about providing clear, steady guidance that leads to long-term security and well-being.
Away from the professional side, I appreciate a balanced life. I’m a keen follower of Formula 1 and Fulham FC, and I enjoy gaming or playing golf to unwind. You might also find me walking my dog around Crawley or spending time with family and friends. My golf game may not be ready for The Open, but the challenge of improving shot by shot is a nice reminder that progress often comes one small step at a time.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 20 December 2024.
