Alexander Newton

Director of Cambria Wealth Management Ltd at Cambria Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Bedford, England, United Kingdom, GB
Languages
  • French Professional working proficiency
Skills

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Bio

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5.0

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Andrew Kerr

Alex is a very commercial adviser that I would highly recommend.

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Credentials

  • Chartered Wealth Manager
    Chartered Institute for Securities & Investment (CISI)
    Nov, 2015
    - Nov, 2024
  • Fellow of the Personal Finance Society - FPFS
    The Personal Finance Society
    Apr, 2012
    - Nov, 2024
  • Chartered Financial Planner
    Chartered Insurance Institute
    Jul, 2009
    - Nov, 2024
  • Certified Financial Planner - CFP
    Chartered Institute for Securities & Investment (CISI)
    Sep, 2008
    - Nov, 2024

Experience

  • Cambria Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Director of Cambria Wealth Management Ltd
      • Jan 2017 - Present

      St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.

  • OCM Wealth Management
    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Senior Wealth Manager
      • Aug 2013 - Dec 2016

      Every client who chooses OCM as a life partner entrusts us to work with them to define whether their dreams of one day being financially independent are achievable. Once we have defined their vision and created a bespoke plan detailing how it will become a reality, we then deliver it with a clear and simple investment strategy. Every client who chooses OCM as a life partner entrusts us to work with them to define whether their dreams of one day being financially independent are achievable. Once we have defined their vision and created a bespoke plan detailing how it will become a reality, we then deliver it with a clear and simple investment strategy.

  • Grant Thornton UK LLP
    • United Kingdom
    • Accounting
    • 700 & Above Employee
    • Chartered Financial Planner
      • Apr 2006 - Jul 2013

  • HW Financial Services Ltd
    • Financial Adviser
      • 2001 - 2006

Education

  • Coventry University
    BSc (Hons) European Business and Technolodgy, International Business/Trade/Commerce
    1994 - 1998

Community

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