Alex PalmerIndependent Financial Adviser
0333 305 6692
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.
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.
- Rock climbing
- Market Downturns
- Flight Delays
In the spotlight
On an ideal weekend, you can find me
Socialising with friends.
My favourite holiday destination is
My favourite song to play in the car is
‘Good 4 U’, Olivia Rodrigo.
The first album I bought was
If I could be any fictional character, I would be
If I could turn any activity into an Olympic sport, I would win a medal in
When the dessert menu arrives, I’m looking for
The three qualities that draw me to new people are
Honesty, humour, and a sense of adventure.
My pet peeve is
The best gift I’ve ever received is
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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