Alexander Fardini
BSC, MBA, DipFS, AFPS
As a Chartered Financial Planner and Senior Partner of St. James's Place I specialise in advising successful, high-achieving professionals to help grow their wealth and plan for their financial future.
I offer a dedicated, bespoke wealth management planning service and over the last two decades I have been advising my clients on a range of key areas, including investment, inheritance tax planning, pensions and protection. I have specialist knowledge of Trusts and mitigating taxes and investment planning.
As part of my service I provide my clients with a tailored Personal Wealth Report which involves:
• Constructing comprehensive financial planning reports, detailing short, medium and long-term financial objectives and the level of cash-flow required to achieve them
• Investing for growth or income: using your personal financial plan to help you understand the level of risk you should be taking in your portfolio, and whether your current investments are structured appropriately. If not, I can help you achieve optimum asset allocation for your personal risk type and financial objectives, with access to the St. James's Place Investment Management Approach
• Structuring assets to be tax efficient
• Estate and Inheritance tax planning: helping you to get the balance right between gifting away assets and protecting your beneficiaries from unnecessary tax liabilities.
My philosophy focuses upon maintaining a long-term, trustworthy relationship with my clients. My aim is to become their trusted adviser and the first person they turn to when they have a financial question or issue to discuss. I will look holistically at their financial affairs and help them to create a firm foundation in order to meet their financial objectives so that they can look to the future with confidence and optimism.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
Trust are not regulated by the Financial Conduct Authority.
About
Alexander joined St. James's Place in 2007, originally known as the J. Rothschild Partnership.
Alexander has developed an eclectic mixture of clients in finance and law over the number of years he has been in the industry. His approach centres on the project management of clients that enables them to fully regain the control and organisation of their wealth and risk management.
Straight talking and down to earth, Alexander enjoys building strong client relationships based on positive results and problem solving.
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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 02/01/2025
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.
