Alex Pugh

Financial Planner

At work

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

At home

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.

What our clients say

This company has provided me with expert financial advice and support. Without them, I wouldn't enjoy the happy retirement I am now experiencing. I may also say that the whole process has been - dare I say it – fun!

Mandy, Cannes

A client since 2005

We have been extremely satisfied with the advice we have received from Higgins Fairbairn and would thoroughly recommend them.

Steve, Ascot

A client since 2006

A very sound business who knows what they are talking about and deliver advice succinctly with knowledge.

Dr A., Pinner

A client since 2003

Higgins Fairbairn really takes the time to understand our financial goals, put together a clear strategy while anticipating future requirements and reliably look after the whole process. All this in a knowledgeable and friendly manner.

Nikki, High Wycombe

A client since 2012

Gp has been very helpful in reviewing our finances and making great recommendations on investments and other financial matters. I would not hesitate to recommend him.

Mrs D, St Albans

A client since 2015

Higgins Fairbairn have been providing a quality service to me for many years. In all those years, I’ve never felt or needed to look elsewhere.

Robert, Stourbridge

A client since 2006

We have been with Higgins Fairbairn for over 30 years, during which our lives and circumstances have required professional financial advice which took account of our particular needs and wishes. This was always provided in a friendly, supportive and empathetic manner, which we have much appreciated and come to depend on. It has been a great benefit to have a company like Higgins Fairbairn, who are accessible and reliable, to look after many vital aspects of our affairs.

Mrs and Mrs F, London

Clients since 2006

My wife had very complicated pension arrangements which were sorted out with doggedness, patience and skill.

Arthur, London

A client since 2007

Decisions about retiring early were made easier after consultation with Mr Mantini. He answered all questions in a straightforward manner and inspired confidence in his knowledge of options available to me.

Ms A, London

A client since 2015

As a retired person, I appreciate the advice Higgins Fairbairn give me which fills me with confidence for the future and leaves me relaxed about my financial affairs.

Mr P, Barnet

A client since 2007

Higgins Fairbairn offers a personal and informed service to its clients in an environment of confidentiality and tailoring to the needs of the individual. Staff know their brief and execute it well.

Jane, London

A client since 2010

We have always found that Gp and his team have given us an excellent service and have gone to great lengths to understand our personal circumstances and needs.

Mr O, London

A client since 2008

Over the last 25 years, the Higgins Fairbairn team have always been there for me. They are outstanding in their knowledge and helpfulness.

Sue, London

A client since 2005