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Alex Shields

I have worked in financial services since graduating from Exeter University with an honour’s degree in Economics in 2008.  After spending a number of years at another top city financial planning firm I joined John Lamb in 2014 and have worked as a Financial Adviser in London at TPO since 2019.

I have experience across the full range of financial planning services with a particular focus on pensions and I believe the ever-changing legislative landscape offers an opportunity for financial advice to add real value to the circumstances of clients and their families.

I look to build up a detailed understanding of my clients’ situations which enables me to provide bespoke advice tailored to their circumstances. I believe cashflow modelling can help bring this advice to life. 

Get in touch for your free consultation  

What drives me?

I enjoy problem solving and the best part of my job is when I am able to communicate a potentially complex solution to a problem which is worrying a client in a clear and straightforward manner to put their mind at ease.  

Outside of work, I am a big fan of sports and music.

My qualifications

I am a Chartered Financial Planner, Fellow of the Personal Finance Society and my qualifications are:

  • Chartered Financial Planner
  • Fellow of the Personal Finance Society
  • Financial Planning Certificate
  • Advanced Diploma in Financial Planning
  • Diploma in Financial Planning
  • Certificate in Life & Pensions

We also have a team of in-house specialists who can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. If you require assistance with these areas contact us today.

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We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.

We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership. 

Find out more about our accreditations 

FCA regulated

The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.

You can view the financial services register to check that any firm is suitably authorised; The Private Office’s firm registration number is 789482

> View The Private Office's profile on the FCA Register

You can view my personal listing in the Adviser Directory by visiting the link below, which confirms I am authorised and qualified to advise you.

> View my profile on the Adviser Directory

All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.

You can check their qualifications and credentials by visiting the Personal Finance Society’s website.

How I can help you

  • Chartered Financial Planner
  • Fellow of the Personal Finance Society (PFS)
  • Affiliate Member of STEP (The Society of Trust and Estate Practitioners)

 

Where are my clients based?  

I have clients in areas such as Bournemouth, Brighton, Croydon, Guildford and all parts of London. To find out more about the locations I work in and how I can help you, get in touch today!

Meet our expert team 

Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.