Alex specialises in lifetime financial planning and cash-flow modelling to empower clients to take control of their financial future and achieve complete financial independence. His experience also includes defined benefit pension transfers and he is one of several Pension Transfer Gold Standard Specialists at TPO. 

In addition to being a Fellow of the Personal Finance Society (PFS), he is a Chartered member of the Chartered Institute for Securities and Investments and has certificates in Financial Planning & Lifetime Mortgage Activities, Financial Planning & Long Term Care Insurance and Life & Pensions.

Alex graduated from the University of Hull with a BSc in Economics and has worked in financial advice for over thirty years, joining and becoming a Partner of The Private Office in 2014. He has provided comments for a number of publications, including the Financial Times, The Telegraph, and FT Adviser. 

When he is not working with clients, Alex can be found cycling in France and the Chilterns, running marathons and, when not being led a merry dance by three teenage daughters, is an avid enthusiast of music and silent film. He is also a committee member and active volunteer for Project Volunteer – a small charity that works alongside SOS Children’s Villages in Botswana to help support and develop resources for its orphanages.

As an experienced Chartered Financial Planner, Robert’s expertise lies in delivering comprehensive financial counsel to individuals and families across a spectrum of financial planning domains. From adept investment management to meticulous retirement planning, personal financial structuring, and establishing tax-efficient frameworks, he specializes in ensuring a holistic financial approach. 

Robert’s clientele is diverse, ranging from families to enterprising entrepreneurs and business owners, where he offers strategic insights into financial and legacy planning, including nuanced guidance on Lifetime Cashflow Planning and navigating the financial complexities following the loss of a key stakeholder. 

As a member of our Family Office team, Robert collaborates closely with fellow professionals in tax, law, banking, and accountancy to optimize outcomes for his clients across the UK. Additionally, he lends his expertise as an Expert Witness in cases concerning disputed investments, leveraging his knowledge and experience to provide invaluable insights. 

Throughout his career, Robert has held diverse roles - from director to managing partner to heading investment committees - yet his focus has always remained on client advisory, which he has always enjoyed the most. Grounded in principles of simplicity, empathy, persistence, and integrity, Robert believes in unravelling intricate financial dilemmas, strategies, and solutions in a language that resonates with all of his clients. Over the years, he has cultivated expertise in the Media and Entertainment industry, specifically catering to the distinctive financial needs of high-profile individuals and their families within the music realm. As one can imagine, there are other challenges that arise when the client is a cherished household name. 

When he is not providing financial counsel to his clients, Robert enjoys staying fit, running, country pursuits, motor racing, and spending time with his family in the Yorkshire countryside.