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Client Adviser

Alex joined Y TREE with 11 years of experience in wealth advice, most recently working for start-up Octopus Wealth and previously for national wealth manager Brewin Dolphin. Alex is a Chartered Financial Planner focused on helping clients look at the bigger picture and achieve their goals by making sound financial decisions year on year. Away from work, he is trying to develop his Spanish to help with communication at home, as well as keeping active with sports and his Brompton.