Alex Totman

DipFA

Alex commenced his career within financial services in April 2011 at a leading high street bank and undertook an array of roles ranging from customer services and handling complaints, to dealing with high-net-worth individuals. He started with Throgmorton Associates in June 2019 and is now a qualified Financial Adviser and holds a Level 4 Diploma in financial advice.

Alex provides bespoke advice to individuals and business owners helping them with practical solutions to the financial issues that concern them most. His advice covers all areas of wealth management including, retirement planning, wealth protection, savings and investment planning. Alex believes in building long term, trusted relationships to help his clients achieve the financial future they want, and plan for those ‘big life events’ successfully. His broad based, holistic approach is suited to individuals, families, and business owners alike.

He is based in Kenilworth and sees clients around the Midlands. 

Outside of work, Alex is a keen golfer, squash player and Yoga enthusiast. He supports Leicester City football club and Seattle Seahawks American football team and has been to America four times to see them play whilst on his road trips through the states.

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.

Throgmorton Associates Wealth Management Ltd is registered in England and Wales, Number 06905060. Registered Office: The Cedars, 3 Broad Street, Enderby, Leicestershire, LE19 4AA.