Alex has in excess of 20 years Financial Services experience. His focus has always been on providing clients with holistic financial planning.

Alex is a firm believer that life should be fun as well as hard work. His dislike of wasting paper has manifested itself in a paperless office policy at Whitman Fry. He prides himself on surrounding himself with organised and methodical people, those who know him, will have heard him say - the really smart ones are in the office!

Outside work Alex is a big rugby fan. His days of playing may be “on hold” - that means over to the rest of us! - but despite being on the touchlines now he continues to follow the sport. His work in the community for Kingston Round Table No. 19 ended when he reached the upper age limit after 23 years’ service and was forced to “retire”. He was honoured to receive the Mayor's award for service to the community. He has now transferred his energy to Whitman Fry's chosen charity.

Specialisms
Inheritance Tax and Estate Planning
Investments
Pension and Retirement Planning
Options at Retirement
Property Purchase

Qualifications
Diploma in Financial Planning (CII)
Certificate in Financial Planning (CII)
J01 - Personal Taxation Diploma (CII)
J05 - Retirement Planning Diploma (CII)
R02 – Investment Principles and Risks (CII)
Certificate in Mortgage Advice and Practice (IFS School of Finance)
Paper 1 - Financial Planning Certificate (CII)
Paper 2 - Financial Planning Certificate (CII)
Paper 3 - Financial Planning Certificate (CII)
CF7 - Equity Release Certificate (CII)
HR1 - Home Reversion Certificate (CII)
Certificate in Mortgage Advice (CII)

Click here to review Alex’s Statement of Professional Standing



Alex Whitman

alex.whitman@whitmanfry.co.uk

Tel. 0208 828 1481

 

Whitman Fry Wealth Management Ltd, 80 Coombe Road, New Malden, KT3 4QS
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