Margaret Alexander

A brief introduction

I work in the Technical Support Department in Swindon, predominantly providing support to Andrew Hunt.

My role involves undertaking reviews of client portfolios, carrying out product and fund research, producing financial reports and implementing recommendations.

Background

I have been working the Financial Service sector for 15 years, mainly within Independent Financial Adviser practices. I have a wide range of experience and knowledge ranging from mortgages, personal protection, pensions and investments. 

I joined Monahans in 2010 and have since achieved a Diploma in Financial Planning with the Chartered Insurance Institute.

Expertise

Reviewing Client Portfolios
Product Research
Financial Reports

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Client testimonial

While the freeing up of the rules around pensions is to be welcomed, it does mean that the choices to be made have become much more complex. We felt that the advice given provided solid guidance through this potential minefield!

Dr Philips