Alexander Matthieu
Independent Wealth Management Consultant
Alexander is an Independent Wealth Management Consultant focused on helping clients build, protect, and grow wealth with clarity and confidence.
Specialist Qualifications:
- Certificate in Equity Release, Chartered Insurance Institute
- Certificate in Wills & Estate Planning, Society of Will Writers
- Award in Long-Term Care Insurance, Chartered Insurance Institute
- Certificate in Securities Advice and Dealing, Chartered Insurance Institute
- Certificate in Discretionary Investment Management, Chartered Insurance Institute
- Diploma in Financial Planning, Chartered Insurance Institute
- Certificate in Mortgage Advice, Chartered Insurance Institute
With broad international experience and a deep understanding of client needs, he specialises in trusts, multi‑asset investment strategies, retirement planning, and tax‑efficient structuring, delivering bespoke solutions aligned with your long‑term goals and values.
His advice is grounded in strong technical expertise, supported by the CII Diploma in Financial Planning alongside specialist certifications in Discretionary Investment Management, Securities Advice and Dealing, Paraplanning, and Wills & Estate Planning.
He is currently working towards Chartered Financial Planner status, CII Fellowship, and a Postgraduate Diploma in Law.
Away from his professional life, Alexander enjoys a range of personal interests and pursuits that bring balance and perspective, reflected in his calm, approachable style with clients.
