Alex is a qualified bookkeeper with many years’ experience under her belt. As Operations Director, she’s a core part of the Plan 100 team where her technical expertise is key to looking after our clients efficiently.
With her keen eye for detail, she deals with the nuts and bolts of investment management and maintains close working relationships with all our service providers to ensure the smooth and seamless running of client portfolios.
Previously, Alex worked for Tucana Financial Planning from its inception and spent 10 years in administration and training at McKinsey & Company.
Outside work, her great loves include her daughters, her dogs and daydreaming about travelling in the sun.