Alex Valvassura

Areas of expertise

Retirement, IHT and business financial planning

Experience

Alex has been a Financial Planning Director at Evelyn Partners for 10 years, following a highly successful period of 30 years with NatWest bank where he was a Senior Independent Financial Planner for his final 15 years. He has been a financial planner for a total of 30 years, through which he has gained a wealth of experience providing clear financial planning and advice tailored to clients’ individual and business needs.  

Alex is highly experienced in all aspects of helping individuals build and preserve their wealth. He provides advice to a wide range of clients and has a particular interest in financial planning in later life, including estate and retirement planning and investments. He is passionate about putting his clients’ interest first, holding their values at the core of all of their planning and providing a very high level personal service to every client. Alex’s greatest wish is for you to know that you have the planning in place to live the life you want. He states that this does not come from owning a series of financial products; rather from having a clear understanding of your financial goals and an equally clear plan to achieve them. 

Professional qualifications and memberships

Dip PFS