Alex Swallow
Alex Swallow is a dedicated financial professional who combines a strong academic background with a genuine passion for helping others. After earning a first-class honours degree in Economics in 2021, he chose to join Navigation Wealth Management, building his career on the principle that the most valuable advice comes from a foundation of trust and long-term relationships.
His focus is on assisting clients in achieving their financial goals through practical, tailored solutions. His expertise spans several key areas, including comprehensive retirement planning, investment planning, and securing generational wealth through effective estate planning.
About
Alex offers strategic business planning support that goes beyond personal finances. He helps business owners create a clear financial roadmap for their company's entire life cycle, from launch to maturity. His expertise includes mitigating risks through effective business protection solutions, advising on tax efficient investments, and developing a solid succession plan with an exit strategy for a smooth transition when it's time to sell or retire. His ultimate goal is to empower business owners to make informed decisions that support their company's growth while aligning with their personal financial goals.
Based in Stockport, Alex finds balance outside of his work through his passions for performing in his band, fitness, and bouldering.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Please note that advice regarding exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
Addresses
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.
