Financial Planner, DipPFS in Crawley
I am a Financial Adviser based in Southampton, with over 10 years of experience within financial services. My goal is to help individuals, business owners and their families to secure their financial futures. I specialise in pensions, retirement planning, investments and estate planning, 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 are around 3.3 million pension pots that are considered as ‘lost’, containing an average of around £9,500 per pot*. Nobody wants to be missing out on money they have built up in a pension, 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. Investing can help your money grow over time, but the value of investments can go down as well as up.
If that sounds good to you, please get in touch.
Approver Quilter Financial Services Limited. June 2026.
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.
Southampton
United Kingdom
Alexander is located in Southampton and offers expert financial advice to suit your needs.
I am a Financial Advisor based in Southampton, drawing on over 10 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 and estate planning.
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 football, and I enjoy gaming or playing golf to unwind. My golf game may not be ready for The Masters, but the challenge of improving shot by shot is a nice reminder that progress often comes one small step at a time.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
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 20 December 2024.
