Alex Rich Fpfs
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Alex Rich Fpfs Email & Phone Number

Managing Adviser at Y TREE
Location: London, England, United Kingdom 7 work roles 8 schools
1 work email found @y-tree.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email a****@y-tree.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Y TREE
Role
Managing Adviser
Location
London, England, United Kingdom
Company size
158 employees

Who is Alex Rich Fpfs? Overview

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Quick answer

Alex Rich Fpfs is listed as Managing Adviser at Y TREE, a company with 158 employees, based in London, England, United Kingdom. AeroLeads shows a work email signal at y-tree.com and a matched LinkedIn profile for Alex Rich Fpfs.

Alex Rich Fpfs previously worked as Client Adviser at Y Tree and Chartered Financial Planner at Octopus Wealth. Alex Rich Fpfs holds Certificate For Financial Services, Trusts & Estate Planning from Step.

Company email context

Email format at Y TREE

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{first}@y-tree.com
89% confidence

AeroLeads found 1 current-domain work email signal for Alex Rich Fpfs. Compare company email patterns before reaching out.

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Profile bio

About Alex Rich Fpfs

Alex Rich Fpfs is a Managing Adviser at Y TREE. He possess expertise in financial services, investments, wealth management, retirement planning, pensions and 2 more skills.

Listed skills include Financial Services, Investments, Wealth Management, Retirement Planning, and 3 others.

Current workplace

Alex Rich Fpfs's current company

Company context helps verify the profile and gives searchers a useful next step.

Y TREE
Y Tree
Managing Adviser
London, GB
Website
y-tree.com
Employees
158
AeroLeads page
Company profile
View company profile Email format
7 roles

Alex Rich Fpfs work experience

A career timeline built from the work history available for this profile.

Managing Adviser

Y Tree

London, GB

Client Adviser

Current
Y Tree

London, England, United Kingdom

Y TREE is in the business of financial life intelligence. Combining data, experience and technology we provide insight across all aspects of our clients’ financial profile. We are not asset or wealth managers; we have no products to sell. We provide pure advice.

Mar 2021 - Present

Chartered Financial Planner

Octopus Wealth

London, United Kingdom

We're a wealth management company that helps you ask more of life, with face-to-face financial advice delivered on your terms.

Jan 2018 - Mar 2021

Paraplanner Adviser

Brewin Dolphin

Nottingham, United Kingdom

Jun 2016 - Jan 2018

Paraplanner

Brewin Dolphin

Nottingham, United Kingdom

Jan 2013 - May 2016

Paraplanner

Vermillion Wealth
Jan 2012 - Dec 2012

Administrator

Vermillion Wealth
Sep 2009 - Dec 2011
Team & coworkers

Colleagues at Y TREE

Other employees you can reach at y-tree.com. View company contacts for 158 employees →

NL Nicola Lamb Nicola Lamb Colleague at Y Tree Swindon, England, United Kingdom, United Kingdom View → KA Kateryna Alferova Kateryna Alferova Colleague at Y Tree Dnipro, Dnipropetrovsk, Ukraine, Ukraine View → LE Lucy Evans Lucy Evans Colleague at Y Tree Stirling, Scotland, United Kingdom, United Kingdom View → TO Tiago Oliveira Tiago Oliveira Colleague at Y Tree London, England, United Kingdom, United Kingdom View → EA Eanna A. Eanna A. Colleague at Y Tree London, England, United Kingdom, United Kingdom View → AY Ali Yip Ali Yip Colleague at Y Tree Hong Kong SAR, Hong Kong View → SN Samuel Narici Samuel Narici Colleague at Y Tree Greater London, England, United Kingdom, United Kingdom View → JP Jagdesh P Jagdesh P Colleague at Y Tree Mumbai, Maharashtra, India, India View → MS Matthew Stamp Matthew Stamp Colleague at Y Tree London Area, United Kingdom, United Kingdom View → SP Sejal Pongurlekar Sejal Pongurlekar Colleague at Y Tree United Kingdom, United Kingdom View →
8 education records

Alex Rich Fpfs education

Certificate For Financial Services, Trusts & Estate Planning

Step

Award In Long Term Care Insurance

Cii

Advanced Diploma In Financial Planning

Cii

Diploma In Regulated Financial Planning

Cii

Certificate, Esg Investing

Cfa Society United Kingdom

Certificate, Investment Management Certificate (Imc)

Cfa Society United Kingdom

Advanced Certificate, Uk Tax For International Clients

Step
FAQ

Frequently asked questions about Alex Rich Fpfs

Quick answers generated from the profile data available on this page.

What company does Alex Rich Fpfs work for?

Alex Rich Fpfs works for Y TREE.

What is Alex Rich Fpfs's role at Y TREE?

Alex Rich Fpfs is listed as Managing Adviser at Y TREE.

What is Alex Rich Fpfs's email address?

AeroLeads has found 1 work email signal at @y-tree.com for Alex Rich Fpfs at Y TREE.

Where is Alex Rich Fpfs based?

Alex Rich Fpfs is based in London, England, United Kingdom while working with Y TREE.

What companies has Alex Rich Fpfs worked for?

Alex Rich Fpfs has worked for Y Tree, Octopus Wealth, Brewin Dolphin, and Vermillion Wealth.

Who are Alex Rich Fpfs's colleagues at Y TREE?

Alex Rich Fpfs's colleagues at Y TREE include Nicola Lamb, Kateryna Alferova, Lucy Evans, Tiago Oliveira, and Eanna A..

How can I contact Alex Rich Fpfs?

You can use AeroLeads to view verified contact signals for Alex Rich Fpfs at Y TREE, including work email, phone, and LinkedIn data when available.

What schools did Alex Rich Fpfs attend?

Alex Rich Fpfs holds Certificate For Financial Services, Trusts & Estate Planning from Step.

What skills is Alex Rich Fpfs known for?

Alex Rich Fpfs is listed with skills including Financial Services, Investments, Wealth Management, Retirement Planning, Pensions, Financial Advisory, and Investment Advisory.

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