Alexander Dockar

MA APFS Chartered Financial Planner

Most people I speak to agree that expert advice is necessary in today’s world of complex financial products and rules. This is particularly true if long term decisions are to be taken with any degree of confidence.
I offer specialist financial advice, on demand and in plain English.

E-Briefing Service

Location : Edinburgh

01313 030050

07894 908143

About

After graduating from the University of Dundee (M.A. degree in Accountancy and Economics), Alex was accepted for officer training at the Royal Military Academy Sandhurst. On commissioning, he joined his family’s regiment, 1st Battalion The Royal Scots (The Royal Regiment) and spent a hugely enjoyable period serving the Colours.

With marriage and the arrival of family, Alex resigned his commission and entered Financial Services, initially working in the City of London. Over the last twenty years, he has developed an expertise as a Wealth Manager in investment planning, Inheritance Tax planning, pension planning and financial protection. Alex now specialises in providing expert advice and guidance on these important areas for both private and corporate clients.

Promotions

Item 1 of 4

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

Our insurance and protection products are designed to look after you and those you love, should life take an unexpected turn.

We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

Our network of professional specialists provides all the help and support you’ll need with more specialised services such as Will writing.

Intergenerational wealth management helps families cascade their collective wealth across generations to support each other.

Use these calculators to help you determine more about your current or future financial position.

SJP chooses its external fund managers extremely carefully. Only those we consider outstanding in their field manage our client funds.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

A number of carefully selected external managers of outstanding ability manage our client funds.

The Charitable Foundation is the charitable arm of the St. James's Place Group.

It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 16/11/2022

The Partner 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.