Alex DipPFS

Paraplanner

Qualifications key

Meet Alex

At work

I have worked in Financial Services for almost 25 years.

I work closely with advisers to ensure that all client reports are completed in a timely and compliant manner.

I also complete research and analysis of client situations and help create a plan for the future to achieve the client’s goals.

At home

I like to spend time with my wife and children, finding new things to do together.

I play basketball and am part of the committee for our local league.

Get to know

Alex

On an ideal weekend, you can find me:

Playing basketball and spending time with the family.

My favourite holiday destination is:

Canary Islands.

My favourite song to play in the car is:

Can’t Stop the Feeling – Justin Timberlake (has to be kid friendly nowadays lol)

The first album I bought was:

An old Now That’s what I Call Music but not sure which one (late 80’s/early 90’s)

If I could be any fictional character, I would be:

James Bond.

If I could turn any activity into an Olympic sport, I would win a medal in:

Answering quiz shows from the sofa.

When the dessert menu arrives, I’m looking for:

Sticky Toffee Pudding or Eton Mess (depends what time of year it is!)

The three qualities that draw me to new people are:

Bright, Friendly, Confident

My pet peeve is:

Being late.

The best gift I’ve ever received is:

Tickets to Ed Sheeran.

The three people at my dream dinner party would be:

Coach Krzyzewski, Ian Fleming, Samuel L Jackson.

The three small things that make my day better are:

Hugs from my wife & kids, cherry pepsi max, getting outside for a walk.

Three things I haven’t done so far include:

Visiting Cameron Indoor Stadium to watch a Duke basketball game amongst the Cameron Crazies, visiting Paris and completing the 3 peaks challenge. 

Have a question?

Get in touch with us

Talk to us about your financial future. Complete the form below and we’ll be in touch.

https://futureplanningwm.co.uk/financial-advisor-swindon/