Alexander Wheeler

Alexander Wheeler

BA (Hons), DipFA & AwPETR
My aim is to identify your financial priorities and objectives, and then develop a strategy around this to meet your individual needs.

About

At C&W Wealth Management, we specialise in meeting the financial needs of both individuals and businesses. We pride ourselves on building strong and long lasting relationships with our clients, which allow us to provide a highly personalised service tailored to their individual goals and objectives.

Alexander Wheeler, C&W Wealth Management's Principal, has been helping businesses and business owners build, protect and grow their wealth for the past 7 years. As a qualified Financial Adviser and Pension Specialist, he has found that planning is the single most important step. Together we can assess your position and goals and work out a strategy to achieve them. Full details of the services we provide are detailed in the services section of this website and we would welcome the opportunity to talk to you regarding your financial circumstances. If you would like to organise a no-obligation, financial review please do not hesitate to contact me or alternatively complete an enquiry form.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Other Specialist Services
Our network of professional specialists provides all the help and support you’ll need with more specialised services such as Will writing.
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Visit Insights to read articles and news to help you make informed decisions about your wealth

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 08/06/2022

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.