Linda and Alex were instrumental to help us getting our mortgage and we really appreciated their hard work and persistence! Thanks to both of them at Old Bray. read more
I advise and help clients grow and protect their assets, and work with individuals, families and businesses across the whole of Berkshire, Surrey, Oxfordshire and South Buckinghamshire.
I am a Chartered Financial Planner (CFP), have a Master's degree in Financial Risk Management, Bachelor's and Master's degrees in the sciences, and am continually studying for ongoing professional qualifications with the CII (Chartered Institute of Insurers).
Meet the Business Owner: Alex C.
Before becoming a financial adviser and wealth manager, I worked as a front of office investment banker for a major bank in the City of London. Having had extensive experience working in the financial markets I am well positioned to advise both private clients and businesses on matters relating to pensions, investments, insurance, tax and business structuring, mortgages and estate planning.
