LIFETIME
Background…
Alex began helping out in the family business from the age of 13, so has more experience than his age might suggest. When it came to choosing a career, he was looking for a profession that allowed him to use his skills and knowledge to make a huge difference to people’s lives.
Alex started full time in the business in March 2013, first working as an Apprentice Administrator before working his way up to Director and Independent Financial Adviser. He specialises in working with business owners and those looking to release equity. In 2023 he completed his studies for the Level 6 Diploma in Financial Advice, demonstrating his commitment to go above and beyond to get the best outcome for his clients.
Alex holds Chartered status with The London Institute of Banking & Finance.
The best bit…
Alex enjoys spending time with clients, finding a solution to their financial puzzles and building long-term relationships.
Colleagues would say Alex is…
Kind, a good listener and a bit of a geek.
At home…
Alex loves technology and spends most of his free time either fixing or driving cars. If the weather’s rubbish, you’ll find him in front of a good TV boxset; on a sunny day, driving up the coast with the roof down can’t be beaten.
Relevant Qualifications…
- AdvDipFA – Level 6 Diploma in Financial Advice
- DipFA – Diploma for Financial Advisers
- CeMAP – Certificate in Mortgage Advice and Practice
- CeRER – Certificate in Regulated Equity Release
- CertLTCP – Certificate in Long Term Care and Later Life Planning
The important stuff…
Many of Alex’s clients have been good enough to review the advice and service he provides. You can see what they had to say by clicking ‘read reviews’ to the right.
Testimonials
Luc - Norfolk
What were the circumstances that caused you to look for a Financial Adviser?
Buying our first house.
How did Alex Couling help you?
We contacted Alex at the start of the year as we were planning to buy our first home in the near future. Alex was very helpful in firstly assessing our finances, and helping to structure them in a way that allowed us to save more efficiently and reach our deposit sooner. Once we had saved for our deposit we contacted Alex again to arrange and appointment to get some advice on which mortgage was best for us. Alex scoured the market and found the best rates available, tailoring the mortgage package specifically for us and our circumstances.
What is your current situation? Have you seen the outcome you were hoping for?
We have definitely had the outcome we were hoping for. We are in our first home much quicker than anticipated, and with a fantastic deal on our mortgage.
What could they have done better?
The only negative I can think of would be finding the office in the first place!
Alex has been a godsend in a world full of jargon and technicalities.
Luc - NorfolkJustin - Suffolk
What were the circumstances that caused you to look for a Financial Adviser?
Firstly, we were looking for someone to advise us on company pension schemes. From that we talked to Alex about additional life cover that we needed and various other insurance policies.
How did Alex Couling help you?
Alex was able to arrange our company pension scheme in a very short period of time, which was very helpful. He then arranged a new life policy, which we are very happy with.
What is your current situation? Have you seen the outcome you were hoping for?
Yes, it has been a very smooth passage with Alex advising us all the way.
What could they have done better?
I cannot fault the service.
Oliver - Suffolk
What were the circumstances that caused you to look for a Financial Adviser?
My mortgage was due for renewal and I wanted to set up a savings account after the birth of my son.
How did Alex Couling help you?
Alex was completely in tune with my needs and was very thorough and patient, explaining everything in a way we would understand.
What is your current situation? Have you seen the outcome you were hoping for?
I am extremely happy with the outcome. Alex managed to find a product to suit all of our needs and recommended others that we had not thought of. Our new mortgage is much better value for money and we had not found a deal as good as the one Alex found for us.
What could they have done better?
The service we received from Alex was first class, going above and beyond, even staying late to meet us at a time that was convenient for us.
