Alex O’Neill

Trainee Paraplanner

Since graduating from Swansea University with a degree in Accounting & Finance in 2012, Alex has remained within Financial Services, gaining vital experience.

Alex’s keen eye for detail and high standard of work helped him gain a Quality Assurance role in one of the largest UK banks.

Currently working his way through his Paraplanning qualifications he assists in the ongoing research for pensions, investments and protection products for our clients in order to construct reports and create targeted planning solutions.

Extracurricular activities include time with friends and family as well as renovating a property and transforming it into his first home, which lends comfort to his Chinchilla Persian Kitten.

Contact us with your enquiry, or request a call back for consultation.





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