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Alex King

Financial Planning Consultant DipPFS in the Solihull

A little bit about Alex

Having completed the Chartered Insurance Institute’s Level 4 Diploma in Regulated Financial Planning, I am a dedicated financial adviser. With a focus on investment, retirement planning, inheritance tax, and protection for personal and business clients, I bring enthusiasm to financial planning. My approach is built on understanding each client’s unique goals, delivering clear, actionable advice to secure their financial future with confidence. I take pride in simplifying complex financial concepts, ensuring clients feel empowered and informed every step of the way. Outside work, I am a passionate sportsman and avid football fan, I love maintaining a strong commitment to health and fitness through regular gym sessions. I enjoy an active lifestyle, embracing various sports and outdoor activities, alongside a love of music and film.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

Business Services & Protection

Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.

General Insurance

Home contents insurance, buildings insurance.

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

Income Protection

Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.

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.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Diploma in Regulated Financial Planning

  • The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Alex's location

Solihull
B93
United Kingdom

Alex offers expert financial advice to suit your needs, covering Solihull and surrounding areas.

As a qualified financial adviser holding the Chartered Insurance Institute’s Level 4 Diploma in Regulated Financial Planning, I am deeply committed to helping clients navigate their financial journeys with clarity and confidence. My expertise spans investment planning, retirement strategies, inheritance tax solutions, and protection for both personal and business clients. What drives me is the profound impact that tailored, well-informed financial advice can have on securing a client’s future. The value of professional financial advice lies in its ability to transform complexity into opportunity.

Every client has unique aspirations - whether it’s building wealth, planning for a comfortable retirement, or safeguarding their family’s financial security. My approach begins with listening, ensuring I fully understand your goals, circumstances, and concerns. From there, I craft personalised strategies that are not only actionable but also adaptable to life’s inevitable changes. This bespoke guidance empowers clients to make informed decisions, providing peace of mind that their financial future is in capable hands.

Good financial advice does more than just solve problems - it unlocks potential. By simplifying intricate concepts like tax-efficient investments or pension planning, I help clients feel confident and in control. My role is to demystify the financial landscape, offering clear, jargon-free insights that align with your priorities. Whether it’s optimising your portfolio, mitigating tax liabilities, or ensuring your business is protected, my advice is designed to deliver measurable value, saving you time, reducing stress, and aims to maximise your financial outcomes.

Beyond the office, I’m an enthusiastic sportsman and football fan, with a strong commitment to health and fitness through regular gym sessions. My active lifestyle, fueled by a love for sports, music, and film, keeps me energised and brings a dynamic perspective to my work. Just as I approach my personal passions with dedication, I bring the same enthusiasm to helping clients achieve their financial goals, ensuring every step forward is meaningful and rewarding.  

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 Financial Services Ltd & Quilter Financial Ltd on 22 August 2023.