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Alex Shields
Alex Shields
About
Alex is a Chartered Financial Planner and Partner at The Private Office, based in our London office and has clients in areas including Bournemouth, Brighton, Croydon and Guildford. As an experienced Financial Adviser, he looks to build up a detailed understanding of his clients’ situations which enables him to provide bespoke advice tailored to their circumstances. He believes cashflow modelling can help bring this advice to life, and that it’s crucial to communicate in a clear and straightforward manner to put his clients’ minds at ease.
Alex has worked in financial services since graduating from Exeter University with an honours degree in Economics in 2008. He has experience across the full range of financial planning services with a particular focus on pensions. He also supports clients with tax planning, cash management and investment advice.
Alex believes the ever-changing legislative landscape offers an opportunity for financial advice to add real value to the circumstances of clients and their families. He has lent his expertise to publications such as The Times, FT Adviser and the Mail on Sunday. As a result of the valuable support he offers his clients, he has been a VouchedFor top rated adviser for the past few consecutive years.
Alex holds several qualifications including an Advanced Diploma in Financial Planning, a Certificate in Life & Pensions and he is a Fellow of the Personal Finance Society.
When he is not advising clients, Alex enjoys music and sports.
Areas Of Expertise
- Pensions
- Cashflow modelling
- Investment advice
Qualifications
- Fellow of the Personal Finance Society
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Diploma in Financial Planning
- Financial Planning Certificate
- Certificate in Life & Pensions
- Award in Pensions Update
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 Shields locations
Alex Shields map
- Tonbridge
- Wokingham
- Hook
- Hove
- Saxmundham
- Reading
- Gerrards Cross
- Worthing
- Rickmansworth
- Maidstone
- Fleet
- Caterham
- Bury St Edmunds
At a glance
- Fellow of the Personal Finance Society
- Working in financial services since 2008
- Featured contributor to The Times, FT Adviser, Investors Chronicle, The Guardian and others
- Affiliate Member of STEP (The Society of Trust and Estate Practitioners)
As featured in
Although I was feeling somewhat trepidatious before our meeting, Alex was very relaxed yet professional in his approach. He was diligent in explaining what could, on occasion, appear to be complex themes, especially to someone without investment experience. He was friendly and ensured I understood every concept before moving on to the next; by the end, I had learned much and had found it far more interesting than I expected to. I look forward to continuing and developing our working relationship.
May 2024
Alex has been patient and fully explained each step of the process. He has provided a solution which has afforded financial security in my retirement. I have been very happy with the advice Alex has provided and his friendly, proactive manner
January 2024
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.
Alex is a Chartered Financial Planner, which is a highly-sought after and respected qualification for Financial Advisers. It symbolises technical proficiency and high standards of professionalism.
The Private Office is also 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.
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.