Alex is an associate member of the CISI, and has also completed examinations with the CII in financial protection, pensions and retirement planning.
Prior to his career in financial planning he worked as a Stock Broker, providing analysis and advice on UK stocks and shares.
As a nerd Alex values learning and is keen to keep adding to his growing list of qualifications.

Alex joined Oak to support the team, working closely with James and Sami to make sure you receive the best possible advice and support in achieving your goals.

Whilst not at work he enjoys family life with his wife and two children, and in his spare time is a keen rock climber.