Contact Alistair
The Point, Loughborough Road, West Bridgford, Nottingham, NG2 7QW
Meet the team
Enthusiastic, knowledgeable, and committed to making a difference.
View more of our teamMy role
I focus on building goal-oriented financial plans tailored to my clients’ needs. I aim to ensure you feel confident about your financial future by safeguarding the resources needed to support the life you wish to lead. It’s a privilege to work with individuals and families, ensuring that life’s significant moments are as smooth and stress-free as possible.
Background
Following in my father’s footsteps, I chose to pursue a career in Financial Services after university. I have always been drawn to helping others, so personal finance was a natural path for me.
My financial services career has included experience in Financial Planning and Private Banking in the UK, the US, and the Middle East.
After spending time abroad, working with clients from all four corners of the globe, I returned home to Nottinghamshire to be closer to family and to help clients in the local area secure their financial futures.
What’s important to me
- Health – The most valuable asset we can possess.
- Quality Relationships – Depth over breadth.
- Clarity – A clear path makes for a smoother journey.
- Integrity – Treat people fairly.
- Novelty – I especially love travelling to new places and trying new cuisines!
My weekends are spent walking through Sherwood Forest, watching Newcastle United, or failing miserably at my new hobby – golf (any tips would be appreciated).
Qualifications
I am a Chartered Financial Planner and hold the CII Level 6 Advanced Diploma in Financial Planning.
Our clients… in their own words
To read how our clients feel about our service, in their own words, click the link below. This shows the feedback given by clients of our Managing Director, Rebecca Aldridge.