Alexander Grace Limited’s advisers have a great deal of experience in the financial marketplace and bring a powerful combination of traditional customer service values and innovative financial planning strategies, based on detailed knowledge of a wide range of financial markets. Perhaps this is why individuals and companies alike, trust us with the responsibility of managing their financial future.

Neil Padget

Neil started his career in the Pensions department with Sun Life Assurance in 1979. His working life has always been client focused having advised independently for a major Bank, an investment specialist IFA and a prominent Life Assurance company. He has acquired the skills to deal fairly with clients in an honest and professional manner and consequently has built professional connections, which are crucial to ensure our clients receive quality expert advice. His expertise also includes the provision and installation of employee benefits proven as the chosen adviser for the “West Midlands Business Links”.

A member of the Personal Finance Society through Examination and their personal and corporate financial planning faculties, he is also an associate of the Institute of Financial Planning. Neil has specialist qualifications in Retirement Planning.

My vision:
I want to continue to be part of a friendly organisation that our clients can trust. We generally know a great deal about our clients financial arrangements and with this responsibility comes a duty to care for your wealth through a fair and honest appraisal of your wishes and circumstances before planning for the future. I never want to loose sight of the needs of my clients and I value all the relationships I have.

Rob King

Initially from a traditional banking background, Rob moved into Financial Services in 1989 having always been a keen personal investor. Wanting to increase his knowledge and specialism, Rob left to join a direct sales force which provided excellent training and specialist products that hitherto he had not known existed. After another 5 years, Rob had gained a lot of experience in both the complexities of the financial services industry and products and dovetailing these to meet corporate and personal client’s needs and objectives. Unfortunately the company was effectively dis-mantled leaving ‘orphaned’ clients without an adviser, Rob felt this was the best opportunity he would ever have to set up his own business and with the support of clients and the knowledge he had of the industry there was only one way to go. That is when in January 2001 we set up Alexander Grace Limited as a firm of Independent Financial Advisers.

Rob is a member of the Personal Finance Society through Examination and holds specialist qualifications in Retirement Planning. Although professional qualifications are important, Rob firmly believes there is no accounting for experience at the sharp end, its not difficult to make money when the financial markets are going up but how do you maximise the ‘ups’ and minimise the ‘downs’, selecting an asset allocation that is robust in a falling market is not so easy.

Ambitions for business:
Since setting up Alexander Grace Ltd, we have achieved a lot and worked hard to build a business that is robust, truly independent and client focused, clients are our number one priority and service is as important as investment performance which we monitor closely.

Neil Robinson

Neil has been advising high net worth individual and corporate clients since 1994. He has worked for a major Life Assurance company and became an Independent Financial Adviser in 2001.

A member of the Personal Finance Society through Examination, Neil has specialist qualifications in Pensions and Retirement Planning. His specialities are Self Invested Personal Pensions (SIPPs) and the management of collective investment portfolios.

My vision:
The true value of Independent Advice can be really seen in a small company like Alexander Grace and I highly value the ethos and working culture that results along with the great reward of client trust.

John Morton

John started his career in financial services in 1969 with Abbey Life. He followed his directors to Hambro Life (Hambros Bank), where he worked until 1991 as a Financial Adviser specialising in corporate and personal pensions. Later, the same directors set up J Rothchild Assurance and John worked with them for 12 months, before deciding independence was the way forward. He set up as an Independent Financial Adviser and joined the DBS Network (Sesame), providing financial planning for all walks of life, both in personal and corporate situations. During this time, John also ran Financial Planning courses at Evesham Adult Education college. Reaching a “certain age in life”, John joined Alexander Grace Ltd, deciding that we would be perfect advisers for his clients. John continues to work with Alexander Grace purely on a consultancy basis.

Ambitions for business:
I firmly believe in sharing my knowledge & depth of financial experience and intend to pursue financial planning on a generic basis via classroom and one-to-one training/consultancy.

Directors Neil Padget & Neil Robinson with some key members of the Administration team.

Mandy, Helen, John, Debbie and Jackie make up our expanding team and have been handpicked to match the needs of the business, bringing quality expertise and qualifications to ensure that our clients continue to be dealt with fairly.

Without them we could not function and it always feels like a family experience when you deal with them. They will all deal with matters professionally and have the necessary training to handle all queries efficiently whatever their particular role. Their input ideas and hard work are appreciated by the advisers and most importantly by clients. They do not give advice – but know someone who can!