Advanced Diploma in Financial Planning
Chartered Financial Planner – Certificate in Discretionary Investment Management
Alex joined Torevell & Partners in 2016 after graduating from the University of Manchester with a degree in Mathematics with Financial Mathematics. Alex qualified as a Chartered Financial Planner and became one of our registered financial advisers in 2022.
Alex enjoys the problem-solving nature of financial planning and developing client portfolios. In addition to advising clients, Alex looks to get involved in all aspects of the business including developing the firm’s workflow software.
Outside of work, Alex enjoys playing a variety of sports including tennis and football. When he isn’t playing sports, he is usually watching his favourite team, Nottingham Forest.