Alex Rich FPFS

Alex Rich FPFS has a significant amount of work experience in the financial planning and advisory field. They most recently worked at Y TREE as a Client Adviser, where they provided financial life intelligence to clients without any product sales. Prior to that, they were a Chartered Financial Planner at Octopus Wealth from 2018 to 2021. They also worked at Brewin Dolphin, first as a Paraplanner Adviser from 2016 to 2018, and then as a Paraplanner from 2013 to 2016. Their earliest work experience was at Vermillion Wealth, where they served as a Paraplanner from 2012 to 2012, and as an Administrator from 2009 to 2011.

Alex Rich FPFS has a diverse education history. They obtained a Certificate for Financial Services in Trusts & Estate Planning from STEP. They also received an Award in Long Term Care Insurance from CII. Furthermore, Alex completed an Advanced Diploma in Financial Planning and a Diploma in Regulated Financial Planning, both from CII. In 2004, they pursued a Bachelor of Arts (B.A.) degree in Accounting & Financial Management and Information Management from The University of Sheffield, which they completed in 2007. Most recently, in 2021, Alex obtained a Certificate in ESG Investing from the CFA Society United Kingdom.