Keyplan Wealth was founded by Alex following an 18 year career in financial services and became a Partner Practice of St. James's Place in 2021. As a financial planning practice we work with clients to build a stronger financial future for their families and themselves.

The world of financial advice continues to evolve and as the years go by it becomes ever more complex. Clients need an adviser that is focused on outcomes rather than products, someone that can deliver bespoke advice rather than a one size fits all solution and a practice that can do this at the right pace for them. This methodology and the ability to utilise technology to deliver meaningful advice where and when clients need it has been the catalyst for the creation of Keyplan Wealth. 

As the business grows the focus will continue to be on building the practice in to a truly bespoke boutique advisory firm, working with like minded clients who seek a unique solution to meet their needs.