Alex Spreckley

Managing Director of Saltus Financial Planning, Partner

Alex is the Managing Director of Saltus Financial Planning and looks after a small number of longstanding clients. He is Chair of the Saltus Financial Planning (SFP) Board, which oversees the provision of regulated financial advice to Saltus clients. He is passionate about the positive force that holistic financial planning can make to people’s lives and their financial wellbeing. Alex believes, “trust and integrity” are the most important aspects of the financial planning process.

For over 20 years Alex has held positions along the client journey, including administration, report writing, investment and financial advice, and leadership, giving him an acute awareness of the client experience. This insight helps Alex to develop and implement better working practices, which helps ensure Saltus’ clients receive a service that exceeds their expectations.

In 2018, Alex was named one of the PAM Top 40 Under 40, which recognises the rising stars of the private client wealth management world. He is also a Certified Financial Planner and has reached the gold standard of Chartered Fellow by examination of the Personal Finance Society (PFS) and the Chartered Institute to Securities and Investments (CISI). Alex volunteers his time and expertise with the PFS Education Champions initiative to educate young people as they start their journey to adulthood and begin their careers.

Alex is passionate about the positive force that holistic financial planning can make to people’s lives and their financial wellbeing.