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Alex Roberts
Alex Roberts
About
Alex is a Financial Adviser at The Private Office located in London and has clients in areas such as Oxford, Bath and Brighton. As a certified financial adviser, he develops strong relationships with his clients which gives him the ability to understand their lifestyle requirements on a granular level.
Alex has key experience in pension planning from his previous role as a pensions and retirement planning specialist, prior to joining The Private Office 2021. His expertise also covers investment advice, maximising tax allowances and cash flow planning, which he uses to help his clients visualise their financial futures and pinpoint their short, medium and longer-term objectives.
With his strong background in retirement planning Alex presented our ‘Is the volatile world damaging your retirement plans?’ webinar and has delivered pension clinics to members of employer pension schemes.
Alex holds a Diploma in Regulated Financial Planning, and as part of his ongoing professional development he also keeps up to date with financial planning legislation and news.
When he is not advising clients, he can be found spending time with his partner and their mischievous cocker spaniel. He also enjoys watching football and staying active, regularly attending his local parkrun and cycling around Oxfordshire.
Areas Of Expertise
- Cashflow modelling
- Pension planning
- Retirement planning
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Alex works from our office in central London and has clients in areas such as:
Alex Roberts locations
Alex Roberts map
- Brighton
- Sevenoaks
- St Albans
- St Neots
- Romford
- Woodbridge
- Reigate
- Witham
- Warwick
- Birmingham
- Ashford
- Guildford
- Wallingford
- Frome
At a glance
- Working in financial services since 2014
- Previous role specialising in pensions and retirement
- Financial Adviser at TPO since 2021
Alex was extremely helpful in my consultation with him. He explained the situation very clearly and was endlessly patient with my many questions. I would have no hesitation in recommending him.
January 2024
Alex has been very patient, knowledgeable and thorough in tutoring me to achieve the best action needed to draw down my 25% tax free sum, whilst also giving me the confidence I needed to plan my future pension investments.
December 2023
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 Alex's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
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.
The Private Office is a Chartered Financial planning firm, 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.
Articles by Alex Roberts
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.