Alex Wilkins
Chartered MCSI
Alex founded Keyplan Wealth to deliver proven advice that keeps pace with modern finance. Recognising the growing need for an updated approach to financial planning, he moved on from traditional advisory roles to deliver a solution.
Combining two decades of experience with a future-facing, digitally enhanced approach to financial advice, Alex provides his clients with the personalised, consistent service they really need for the long-term.
About
Why Keyplan Wealth was founded
“As an Adviser, I saw my clients needed more than isolated advice. They needed someone to connect the dots between business, personal, family, work, present and future.
The way advice was structured 20 years ago doesn't work for today’s complex financial environment. Circumstances and finances move fast, and the world is ever-changing.
In founding Keyplan Wealth, I set out to help my clients build financial plans that turn aspirations into achievements at every stage of life. I provide support that evolves with your lifelong journey, helping you manage both predicted and unexpected financial changes with confidence.”
Alex has worked with FTSE 100 board members, sports and media personalities, business owners, CEOs and professionals from a wide range of sectors. Specialising in wealth management for legal professionals and high net worth individuals, Alex is well versed in the latest financial planning techniques and fully qualified to provide financial and investment planning advice as a Member of the Chartered Institute for Securities & Investment (CISI).
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.
