Alex joined the firm in 2003 and is Joint Managing Director and Financial Adviser. He oversees the firms compliance, as well as giving financial advice, specialising particularly in investments and pensions. As part of the board, Alex is involved with the discussions in relation to the future strategy of Applewood and has implemented many new systems and technologies over the years. Alex is working towards Chartered qualification and currently works alongside David and Kay in running Applewood Independent.
Outside of work, Alex enjoys karting regularly and races in the Club 100 national championship which sees him regularly on the podium fighting for race wins all over the UK. In December 2018, Alex was crowned the Daytona DMAX Heavy Heats Karting Champion and also won the Daytona DMAX International 24 hour race with 47 teams from all over Europe competing. Alex and his team of drivers have won the Club 100 Premier Team Endurance Championships.
"I find him (David) reliable, dependable, hard working and extremely professional. In our meetings he has the ability to explain sometimes complicated financial matters in a clear, concise and convincing manner. Furthermore, if I have a problem he willingly makes time to address my concerns."
CJ of Newcastle-under-Lyme
"Alex provided me with excellent advice for investing my pension pot without too much of a risk but still providing me with an income similar to what an annuity would have done, and leaving me with options for future needs. He gave honest and easy to understand advice and I am absolutely happy with the value for money service."
JT of Cheshire