Independent Financial Planners

Alex Smith

BA (Hons), DipPFS – Financial Planner

Alex is an Independent Financial Advisor with extensive experience advising private clients, families, company directors, and trustees. Throughout his career, Alex has supported clients through a wide range of financial matters, helping them navigate complex situations and make informed decisions with confidence.

Alex prides himself on delivering a bespoke and highly personal service, recognising that every client’s circumstances, aspirations, and financial objectives are unique. With a strong belief that there is no “one-size-fits-all” approach to financial planning, Alex works closely with clients to develop tailored strategies that align with their long-term goals.

Outside of work, Alex enjoys spending time with his Wife and Son, as well as playing golf and tennis in his (ever decreasing!) spare time. As someone who values family, balance, and long-term planning, Alex brings the same principles to his work; building trusted relationships and providing clear, practical advice to help clients achieve financial security and the freedom to focus on what matters most.

Read what our clients have to say about Alex on our testimonials page.
 
Contact Details:
Telephone: 07367 337 012
Email: alexandersmith@bbtgroup.co.uk