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

Since I have retired, my wife and I needed to work with an Independent Financial Advice firm who we could rely on to advise us on a range of personal finance matters. Monahans Financial Services suited us ideally, since not only are they local to us but because of their accountancy connection they also have a range of in-house experts to cater for our ever changing requirements. Working with Monahans enables us to find answers to our questions quickly, freeing us up to enjoy our retirement!

Dr & Mrs Shires