Alex Garton

I provide a comprehensive financial advice and wealth management service, taking account of client needs and objectives. Focus areas include Financial Protection, Investment Planning, Retirement Planning and Inheritance Tax Planning. Solutions are tailored to every client as a result of thorough analysis and close communication. Regular reviews over the years ensure they remain relevant and effective.

With offices in London and Dorset, I provide wealth management advice to both individual and corporate clients in the City and across South West England.

I have over 20 years’ experience in senior roles in investment banking advisory and institutional asset management. This has taught me that the key to successful outcomes results from building long term relationships based on sound financial advice. My emphasis is therefore not on the beginning of the journey but the end; my role is to guide clients through the complex financial maze over time, so that they can succeed in meeting their objectives.

I hold the Investment Advice Diploma from the Chartered Institute for Securities and Investment.

In terms of personal interests, I am a keen horse rider and enjoy everything the countryside has to offer.