Alex Hudson

Financial Planner
DipFA, CeMAP, CeRER

Skills & Area's of Advice

Pensions Advice
Retirement Planning
Wealth Management Advice
Investment and Pre-Retirement Planning
Inheritance Taxation Planning
Protection for Loved Ones and Dependants

Experience & Achievements

DipFA - Diploma for Financial Advisers
Experienced in all core advice areas
Achieved Diploma level status
Member of the London Institute of Banking and Finance

About Alex Hudson: Specialist Pension Adviser

I have been with Beals Wealth Management since 2015, starting in an admin role before becoming qualified to help clients with their financial planning needs.

As a Financial Adviser, I specialise in providing clients with sound and transparent advice, both pre and post-retirement. I provide advice on pensions, life assurance, inheritance tax planning, and investments.

I pride myself on providing clients with clear and understandable solutions to their needs and maintaining client relationships over the long term. I enjoy regularly speaking with my clients, understanding what is important to them, and being passionate about helping them reach their long-term financial goals and objectives.

In my spare time, I like to spend time keeping fit and challenging myself to new goals. I enjoy travelling to new places, both in the UK and abroad, to experience new cultures and widen my experiences. 

I also love spending time with my English Bulldog dog Barney.

Contact Alex Hudson

  • Before pressing the Submit button please carefully read our Privacy Policy. By submitting your application you agree that you have read and fully understand The Pension Tracing Services Privacy Policy and that you are more than happy to continue your trace. Explanation:
Looking for a Pension Specialist Financial Adviser near you? 
Contact us today to schedule a free initial appointment to discuss your pensions options!
Transferring out of a defined benefit/ final salary pension is unlikely to be in the best interest of most people.
 Inheritance Tax Plannings are not regulated by the Financial Conduct Authority.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Why Choose Us?

Experienced Advisers: Our team brings a wealth of experience and knowledge, ensuring you receive advice that is most appropriate for your needs.
Tailored Solutions: We recognise that every client's needs are different, and we offer solutions that are customised to suit your unique situation.
Proven Track Record: Our clients trust us for our commitment to excellence and the successful outcomes we've achieved.
CONTACT ALEX
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited August 2024

Disclaimer

The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Beals Wealth Management and Pension-Tracing-Service-UK.co.uk are trading styles of Beals Mortgage and Financial Services Ltd, an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority. Beals Mortgage and Financial Services Ltd is registered in England and Wales, No: 08286166. Registered Address: Unit 1 Fulcrum 2 Solent Way, Whiteley, Fareham, PO15 7FN

Auto enrolment, Taxation Advice including Inheritance Tax Planning, Estate Planning and Pension Tracing are not regulated by the Financial Conduct Authority.
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