Alex Agnew – Trainee Financial Adviser

Alex Agnew – Trainee Financial Adviser

Qualifications

Studied Economics and Business Management BA with Hons, graduated in 2022.

Alex has completed the CII Diploma in Regulated Financial Planning.

About Me

Alex graduated from Newcastle University in July 2022 having studied Economics and Business Management. Alongside his degree, he began completing the CII Diploma in Regulated Financial Planning and qualified in March 2023.

Alex permanently joined the team in September 2022 having previously worked over the summer of 2021. He is training towards becoming a financial advisor, enrolling in the St. James’s Place Financial Advisor Academy in the new year.

Outside of work Alex loves rugby and cricket, and has recently enjoyed his time travelling around Europe. He also has a passion for classic cars and food. 

Biggest Likes

Biggest Dislikes

Quick Response Answers

What is your Favourite Song

Lucky Star by Madonna

Where is your Favourite Place

Sydney

Desert Island Meal

Beef Wellington and Sticky Toffee Pudding

Meet More of the Team

Gary Markham – Non-Executive Director

Gary is an experienced director. He regularly writes and publishes articles in in the press together with books on Machinery Management and two issues of the Institute of Chartered Accountants Accountancy and Auditing Guide for Farming.

Read More »