Alex Turner

As Technical Director, I lead and develop the technical support arm of our business.

My role is to ensure that we deliver exceptional financial outcomes for our clients.

I provide compliance and paraplanning support to the Wealth Planners, ensuring we stay ahead of regulatory changes, provide in-depth research and work closely with the Wealth Planners to create tailored strategies to meet our clients’ goals and priorities.

I have worked in Financial Services for over 16 years gaining experience with national and small boutique wealth management firms. I am a Chartered Financial Planner and Fellow of the Personal Finance Society.

Outside of the office, my two children keep me on my toes and very busy.