Alex Grant Email & Phone Number

*Listed in The Times - Guide to the UK's top-rated Financial Advisers for the last four years.I have been working as a Financial Adviser for over 20 years and can offer a clear personalised advice tailored to your life and future goals.I am a qualified Independent Financial Adviser and part of the AFH Wealth Management team since 2014. Being part of one of the UK’s leading independent financial advisory firms we can use our scale to drive costs down when it comes to financial planning and wealth management, so you can rest assured that your money is in good hands. My areas of expertise are investments, pensions - both pre- and post-retirement- and inheritance tax planning. I also offer both business and personal protection services, to ensure my clients are protected if the worst was to happen.I have a wide-ranging client base, from directors looking for advice for their company and personal arrangements, to the employed and sole traders looking at financial planning and wealth management solutions. I believe the key to being a good financial adviser is taking the time to understand the client's objectives and goals and to provide a holistic solution that best suits their situation. *** I am more than happy to arrange meetings via Microsoft Teams or Skype if preferred *** To arrange an informal no obligation meeting, please contact me on 07966 210764.

Listed skills include Wealth Management, Inheritance Tax Planning, Income Protection, Retirement, and 10 others.