Alex Kelly
BA (Hons), DipPFS
Alex has worked in financial services since 2004 and joined the Practice in 2016 after roles with Wesleyan, RBS and HSBC. He works with individuals, families, businesses and professionals providing trusted, long-term financial planning advice.
Alex particularly specialises in advising NHS professionals and has extensive experience in NHS pensions, retirement planning, pension taxation and investment planning. He understands the unique financial challenges faced by doctors and healthcare professionals and provides clear, practical guidance tailored to their careers and personal goals.
Alongside his NHS specialism, Alex also advises clients across retirement planning, inheritance tax planning, trusts, protection and investment planning. His approach is built on clear communication, careful planning and building long-term client relationships.
Trusts are not regulated by the Financial Conduct Authority.
Addresses
The Partner Practice is an Appointed Representative of and 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 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.
