Alex Walling

Background

About Alex Walling

I help business owners, executive level employees and sportspeople to achieve their goals by providing expert holistic financial planning. By ensuring I truly understand what is important to my clients; I help them to enjoy today, knowing that tomorrow is planned for. I believe in creating long term, trusted relationships. I do this by following a life-centred approach, focussing on how to deploy clients’ money effectively to obtain the lifestyle they desire, and adapting their plan as life events change their priorities. Areas I advise on: Investment Planning Retirement Planning Estate and Inheritance Planning Tax Planning Protection Against Risk Intro to Me: I have lived all over the UK and have seen some beautiful parts of the world, the benefit of being in an RAF family. I attended the Duke of York’s Royal Military School, before heading to Lampeter University in Wales to study Archaeology. Following completion of my degree I relocated to the West Midlands in search of work, it was here that I discovered a passion for helping others identify and achieve their goals in my role as a Personal Trainer. My next move was into the financial services sector, where I spent 7 years working with business owners and high net worth individuals at Lloyds Bank. During my time at Lloyds I completed my Diploma in Regulated Financial Advice and sought to combine my new found technical knowledge with my passion for helping clients achieve their goals. I am based in Stourbridge, seeing clients around the West Midlands area. In my spare time I'm a big rugby fan, supporting Bath Rugby and trying my best to keep up at Stourbridge Lions RFC! How We Can Work Together Contact me for a no obligation financial review meeting, where we will analyse where you are now, discover where you want to be in the future and design a roadmap for your unique journey. Meetings available face to face or virtually to suit you.