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Alex Henry DipPFS

Partner
Independent Financial Adviser

Alex is an experienced independent financial adviser specialising in investment and retirement planning with a focus on long-term tax efficiency. Since 2014, he has been fully independent, delivering clear, tailored advice to clients at every life stage. He joined RWM to provide an uninterrupted service to his clients.

Before entering finance, Alex served in the British Army, achieving the rank of Corporal and leading operational teams across the globe. Outside of work he enjoys spending time with his family, is a keen chef, and likes to get out on his bike when he can.

Alex is an experienced independent financial adviser specialising in investment and retirement planning with a focus on long-term tax efficiency. Since 2014, he has been fully independent, delivering clear, tailored advice to clients at every life stage. He joined RWM to provide an uninterrupted service to his clients.

Before entering finance, Alex served in the British Army, achieving the rank of Corporal and leading operational teams across the globe. Outside of work he enjoys spending time with his family, is a keen chef, and likes to get out on his bike when he can.

Testimonials

Realise Wealth Management is verified by the independent review site VouchedFor. Take a look at what some of our clients have to say about us here.

“I needed to get advice about what to do with my various pensions as I approached retirement. I had meetings with a number of potential advisers and during that process Alex stood out because of his friendly (but also measured) manner, and patient (not pushy) approach to me as a potential client.”
“Alex was able to provide comprehensive advice and as a first-time investor was able to ensure that I fully understood what was being proposed. He also facilitated meetings with fund managers to ensure I was able to ask any questions and felt confident with who would be managing my assets on a day-to-day basis.“
“Alex has helped hugely in a variety of ways, from given initial advice and explaining the whole process and how everything works, to putting in vast amounts of research on our behalf. On top of this, Alex is genuinely a delight to talk with over the phone, not only is he very knowledgeable, but also very personable as well.”

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