It may sound simple, but I really enjoy getting to know my clients. I like listening to their stories and learning about their interests. Understanding what your client really wants is so important in achieving the right outcome.
- Locations
- Exeter, Plymouth, Truro
- Phone number
- 01392 440496
Alex is a Chartered Financial Planner working across our Exeter, Plymouth and Truro offices. She provides financial advice to private clients in a variety of areas, helping them to invest tax-efficiently, guiding them through retirement options, enabling the transfer of wealth through the generations, and providing financial protection to families.
Alex joined RBC Brewin Dolphin in 2023 as part of our continued efforts to grow the financial planning proposition in the South West and meet demand. She has helped to expand the link with other professional services in the area, with the aim of generating and protecting greater wealth for local clients.
After studying Mathematics at the University of Manchester, Alex started her financial services career working for several independent financial advisers in the North West. She completed her Diploma in Financial Planning in 2018, and progressed into a client facing role whilst also conducting technical research and report writing. In 2020, Alex achieved Chartered Status by completing the Advanced Diploma in Financial Planning and shortly after decided to relocate to Devon.