What I Offer…

Alex Alton – Chartered Financial Planner - Principle of Alton Wealth Management

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My expertise covers the broad spectrum of financial planning and will help you and your business. For more information contact me on alex.alton@sjpp.co.uk or visit my website at www.altonwealth.co.uk

Based in Weston-super-Mare I have spent the last 9 years in financial services, helping to individuals and businesses in the local area.

With an ever-changing environment and changing client circumstances, I feel that it is essential to write bespoke financial plans for clients so I can help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.

Our services

  • Investment planning
  • Retirement planning
  • Protection

Alton Wealth Management represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's Website at www.sjp.co.uk/products. The `St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

What I do

  • Financial Services
  • Pension and Retirement Planning
  • Savings and Investment Planning
  • Financial Planning and Wealth Management
  • Business and Personal Asset Protection

My Stats

Last online 26th Feb 2020
Member since 17th Nov 2017
Number of testimonials 0
Meetings attended 173
4N ranking 108 in the UK

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