Career Bio
Alex joined the firm in early 2013 as Financial Services Manager and Wealth Manager, and progressed to the position of Director and Chartered Financial Planner. With over two and half decades of experience in the industry, including advising for over two decades.
Alex has been instrumental in the design and implementation of the business review service to enable bespoke planning for businesses and business owners that incorporates both Strategic Tax and Accountancy planning together with business financial planning for risk based and innovative financial planning solutions.
Alex also leads the Private Client team with the drive to provide holistic tax and financial planning solutions to individuals.
Alex offers a high level of commitment to his clients and provides truly independent and bespoke advice. He has dealt with all aspects of financial planning and can look beyond the initial challenges to deliver holistic solutions.
Outside of work, Alex’s time is kept very busy, as Alex and his wife both sail together and spend much time mountain biking throughout the UK and abroad. They are also competent skiers and windsurfers.
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
Ward Goodman is registered with the Institute of Chartered Accountants in England & Wales – registration number C002787945 and is regulated as a Registered Auditor in the UK. The audit practice is also registered with the Public Company Accounting Oversight Board to carry out audits of US subsidiaries located in the UK. Our accountancy and taxation professionals are registered as individuals with one or more of the following: Institute of Chartered Accountants in England & Wales, Association of Chartered Certified Accountants, Chartered Institute of Taxation, Association of Accounting Technicians, Association of Taxation Technicians and Society of Trust and Estate Practitioners. Ward Goodman Financial Services Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA register No 221867. The Financial Conduct Authority does not regulate taxation and trust advice. Company registration in England No 4494861. A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk/ or by contacting them on 0800 0234 567
