Lupus Alexander Wealth

Working with Professionals, Entrepreneurs & fellow Veterans to plan and secure their future financial wellbeing, crucial for a stable and fulfilling life for themselves and their families. Providing high quality tailored advice. Delivering financial planning and investments to protect and grow your wealth. The wolf (Lupus) epitomises the very spirit of leadership, wisdom, building stability and preparing the next generation for the future. We, like wolves, are social animals - As family groups we work to build, plan and thrive for a greater and more stable future. At Lupus Alexander we pride ourselves in working with our clients to understand their personal goals and aspirations. Providing expert advice and access to some of the best performing resources on the market as a Partner Practice of St. James's Place. Our vision, mission and values focus on empowering our clients to achieve the future they desire throughout their wealth journey. The provision of tailored wealth solutions offers our clients a raft of financial investment, protection and advisory services under one roof with the intent of working with the client to implement the most suitable, effective and tax-efficient financial plan at every stage of the client’s life, including planning for future generations. As a former British Army Officer and Private Banker, I understand the importance of building relationships and trust in an ever-changing and often volatile world. At Lupus Alexander we are passionate about nurturing sustained, long term relationships, helping clients with their total financial picture. Our approach is unique, we examine wealth through a multi-dimensional lens, in order to offer clients integrated strategies, to grow and preserve the legacy they have built. Lupus Alexander Wealth Ltd is an Appointed Representative of and only represents St James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 23/03/2023