Alex Tolani

With a family background in financial services, Alex was inspired from an early age to follow a career in the profession. He has more than twenty years of experience in the financial services industry, having also worked in mortgages and banking earlier in his career.

Alex became a Financial Adviser in 2010, achieved Chartered status in 2015, and became a Fellow of the Personal Finance Society in 2019. As a Chartered Financial Planner, Alex is passionate about helping clients make confident, informed decisions by providing clear, tailored advice that removes unnecessary worry. He takes the time to get to know his clients, allowing him to understand their priorities and goals, and to create a financial plan that works for them. Alex regularly meets with his clients to review their plans, making any necessary adjustments as life and priorities change.

Alex believes financial planning should not stop with one generation; by involving the wider family, he can help clients put plans in place that support the continued growth of their wealth and the smooth transfer of it to future generations.

Outside of work, Alex enjoys spending time with his son, exploring new cities, keeps active through swimming and has a keen interest in photography.