Meet the team

Will has been advising clients for well over 20 years and he is passionate about accuracy, service, and high standards. He advises both personal and corporate clients on the full spectrum of investment, life, and insurance products.  Capital Investments, Pensions, and Tax Planning are his areas of particular expertise and his in-depth technical knowledge and experience make him the ideal advisor for those clients with more complex financial planning needs and circumstances.

Will has received numerous accolades throughout his career, and he holds the IFS School of Finance Diploma for Financial Advisors (DipFA).

Whilst giving financial advice is one of Will’s main passions, in his spare time he focuses on his family. He loves sport, is a keen runner, and devotes around 10 hours a month of his spare time to charities close to his heart.

Alex started in the financial services industry in 2008, after a successful 9-year career in the Armed Forces. He attained his diploma in Regulated Financial Advice from the Chartered Insurance Institute and is currently working towards Chartered status. Alex places a high value on his technical knowledge and understanding of the industry. This, along with his down to earth style, allows him to tailor bespoke recommendations to clients no matter their circumstances. He is also the ‘go-to’ advisor for complex mortgage cases and has extensive experience with lenders across the whole of the market.

Most important to Alex is his family; he is kept perpetually busy by his two young daughters. When not changing nappies or playing dress-up, he relaxes by cooking, playing tennis, and the occasional round of golf.

Johnny has been a financial adviser for 5 years. Before that, he had a successful trading career in the City of London at investment banks UBS, Lehman Brothers, and Societe Generale. His background in financial markets has granted him expertise in creating outperforming cost effective and bespoke investment solutions for his clients. 

Johnny has many positive reviews and testimonials on the VouchedFor website.

In his spare time he focuses on his family (wife and 4 daughters) and is a keen chess player.