Alex Palmer

Independent Financial Adviser

I’m a level 4 qualified independent financial adviser (IFA) with seven years of experience in financial planning.

Day to day, I provide regulated independent financial advice to clients across the UK, as well as servicing ongoing clients.

I’m currently studying towards becoming a Chartered financial planner.

Outside of work, I love to travel, and my spare time is spent researching, planning, and booking the next trip. I also enjoy playing squash, rock climbing, and trying out new restaurants.

Qualifications

DipPFS Diploma in Regulated Financial Planning

The RQF level 4 diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.

 

J10 Discretionary Investment Management

At the end of this unit, candidates should be able to analyse and apply financial information and portfolio management skills.

 

J12 Securities Advice and Dealing

This qualification develops knowledge and understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

 

R08 Pensions Update

This qualification focuses on pension reforms and how they affect advice, including the new legislative, compliance and reporting requirements.

 

AF7 Advanced Diploma in Pension Transfers

The qualification develops the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.

 

Retirement Income Planning (AF8)

This qualification accredits advisers as specialists in the at-retirement and post-retirement markets.

Likes

  • Travel
  • Tapas
  • Squash
  • Rock climbing
  • Hiking

Dislikes

  • Olives
  • Traffic
  • Market Downturns
  • Flight Delays
  • Winter

In the spotlight

On an ideal weekend, you can find me

Socialising with friends.

My favourite holiday destination is

Hvar, Croatia.

My favourite song to play in the car is

‘Good 4 U’, Olivia Rodrigo.

The first album I bought was

Avril Lavigne.

If I could be any fictional character, I would be

McLovin’.

If I could turn any activity into an Olympic sport, I would win a medal in

Panicking.

When the dessert menu arrives, I’m looking for

Cake.

The three qualities that draw me to new people are

Honesty, humour, and a sense of adventure.

My pet peeve is

Zip-merging.

The best gift I’ve ever received is

Life.

The three people at my dream dinner party would be

Kanye West, Tony Hinchcliffe, Dua Lipa.

The three small things that make my day better are

Coffee, music, and playing tennis.

Three things I haven’t done so far include

Climbed Mount Everest, flown on a private jet, done BASE jumping.

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Beesure Limited is authorised and regulated by the Financial Conduct Authority no. 832417.
Beesure Limited is a company registered in England and Wales. Company number: 10551333.
Registered office address: Ground Floor, Rowan House, Hazell Drive, Newport, NP10 8FY.

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