Alexander Wheeler
BA (Hons), DipFA & AwPETR
My aim is to identify your financial priorities and objectives, and then develop a strategy around this to meet your individual needs.
About
Alexander Wheeler, C&W Wealth Management's Principal, has been helping businesses and business owners build, protect and grow their wealth for the past 7 years. As a qualified Financial Adviser and Pension Specialist, he has found that planning is the single most important step. Together we can assess your position and goals and work out a strategy to achieve them. Full details of the services we provide are detailed in the services section of this website and we would welcome the opportunity to talk to you regarding your financial circumstances. If you would like to organise a no-obligation, financial review please do not hesitate to contact me or alternatively complete an enquiry form.
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More about St. James's Place
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 16/05/2024
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.
