Alexander Wheeler

I support individuals and business owners towards meeting their financial goals, save money and plan for the future. For almost a decade I have helped individuals and business owners build, protect and grow their assets. As a qualified Financial Adviser and Pension Specialist, I have found that planning is the single most important step. Together we can assess your position and goals and build a strategy aiming to achieve them. With my experience and expert knowledge, I can advise you on the following areas; + Retirement, Investment & Tax planning + Inheritance & Estate planning + Life insurance, Critical illness and Income cover + Corporate Financial planning, Pensions and Protection + Aspects of Business exit strategies + Access to Commercial Lending + Referral to Money Management Accounts Away from work I play Rugby, Cycle and I am a fair-weather golfer! If you find yourself asking questions like… “How long do I need to work?” “What is the best way to pay school fees?” “Do I have enough for retirement?” “How much risk do I need to take?” Please get in touch and I will be happy to talk through your investments and circumstances at no obligation. I can be contacted on 07789 24598 or at [email protected]. The value of an investment with St James's place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.