Alex joined GM Wealth Management in 2024 and supports our advisers by carrying out research, writing reports, and performing technical analysis to help deliver well-informed and suitable financial advice for clients.
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Alex focuses on the technical foundation behind the advice we give, ensuring every recommendation is thoroughly researched and aligned with each client’s objectives. His goal is to make the complex feel simple and accessible.
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Qualifications and areas of specialism:
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BA (Hons) in Accounting and Finance – First Class, Liverpool John Moores University
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MSc Investment and Finance – Distinction, Liverpool John Moores University
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Member of the London Institute of Banking and Finance (MLIBF)
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Currently studying toward the Diploma in Financial Advice (DipFA) and Certificate in Mortgage Advice (CeMAP).
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Did you know...
As a lifelong (and long-suffering!) Evertonian season ticket holder, Alex has been frequenting Goodison Park for as long as he can remember. Aside from Everton, Alex enjoys playing weekly 8 a side football and spending time with friends and family.