Alex joined HFA as a paraplanner in January 2020 with 3+ years’ experience and the desire to move into a client advisory role. During the pandemic she achieved her Advanced Diploma and continued her professional development. At the beginning of 2022, Alex will be eligible for the coveted Chartered Financial Planner status. HFA is extremely pleased to support and reward her endeavours with promotion to a Financial Planner position. Alex’s role is to help deliver a first class, client centric service whilst still being mentored and supported in her advisory capacity.
Drawing on her technical knowledge, Alex helps client to first understand their aspirations before building their personalised Plan. Once the way forward is agreed upon, she helps clients implementing the Plan with periodic reviews for any course adjustment – all within the auspices of improving the client’s overall wellbeing.
Previously she worked within the back office at financial institutions including JP Morgan and HSBC.View Alex's qualifications
A big part of Alex’s life since Leeds University has been the Army Reserves. She refers to her twenties as her running years; she completed several marathons, including Paris, New York, London, Berlin, Barcelona and the Comrades in South Africa.
Although she works in London, Alex relocated to the Isle of Wight which is where she calls home.
In her spare time, Alex enjoys running, walking, watching films, going to the gym, skiing (both downhill and cross country), eating and socialising with friends and family.
In the spotlight
What do you enjoy most about your job?
Firstly, the clients. People are fascinating and everyone has such different stories. Secondly, the learning. The financial industry is constantly changing and evolving. To be the best in the industry you have to always be updating your knowledge.
What has been your proudest moment as a member of the HFA team?
I am only a recent addition, but I am very excited to be joining the team, because I very much believe in the importance of reality-based financial planning.
What’s important to you?
Always putting the clients first. Money and finance can be a cause of great stress, so being in a position to help is a real privilege.
What are your three core values?
Honesty, empathy and determination.