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Alex Tolani

Alex Tolani

Chartered Financial Planner

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Cheshire

About me

My aim is to help you make the right financial choices at every stage of your life. Whether you are looking to discuss your pensions or investments, or you want to leave a legacy for your children, I’ll offer you straightforward, jargon-free guidance.

I’m comfortable working with individuals, families and businesses and my favourite part of what I do is getting know my clients and their ambitions, so I can help them get there.

As an experienced Chartered Financial Planner and Fellow of the Personal Finance Society, I am also part of a team of expert advisers with specialist knowledge and complementary expertise, to guide you wherever you are in your journey.

Outside of the office, I spend my time building lego castles with my son, walking the dogs and binging the odd boxset.

My details

I like helping people on:

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Saving for school fees

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Pensions – I’m getting started

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Pensions - I’m approaching retirement

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Inheritance planning

My qualifications:

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Chartered Financial Planner

My charging model:

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Ongoing % fee