Our People

Alex Ommanney, BSc(Hons) Dip FA

Director

Much of Alex’s work involves comprehensive planning, helping clients create and protect wealth. He particularly enjoys helping clients ensure they are tax efficient via various income and inheritance tax strategies.

In his spare time, Alex and his family enjoy motorcycling, mountain biking, playing the guitar and going to the gym.

“I love seeing the positive difference my work makes to people’s lives and knowing they have a sound financial plan to give them a secure future.”

Recent Highlights

- Saving clients £120,000 in Inheritance Tax whilst simultaneously providing them with an extra £12,000 per year of income which they required in retirement.

- Through the use of Trusts, restructuring a client’s assets to save £124,000 in Inheritance Tax and ensure “bloodline succession” – ensuring all of their wealth passes on through the family and preventing it being “lost” through future separations and divorces.

- Consolidation of clients investment and pension plans to ensure they can not only achieve all their goals in retirement (such as new cars and special holidays) but also using available tax rules to increase the values of their plans and allow all of their wealth, including Pensions, to ultimately be able to pass to their children without any Inheritance Tax.

My husband and I have known Alex for six years and are extremely happy with the way Alex has improved our investments. We find him honest, reliable, very knowledgeable and very helpful and would have no hesitation in recommending him as a financial adviser.
Jackie & Roy
Retired, Surrey

We found Alex incredibly helpful in planning our next steps financially.
His advise was thorough, clear and tailored to our future plans. I wouldn't hesitate to recommend him.
Hannah
Landscape Designer, Berkshire

Alex is extremely knowledgeable, personal and professional, and maintains the utmost respect for the client / advisor relationship. Being independent, his advise is unbiased and I can testify that his thorough assessment of your circumstances and goals ensures you will receive outstanding financial guidance.
Peter
Property Developer, Hampshire

Alex has looked after our family’s financial planning needs for several years and has done a fantastic job. He explains everything in simple terms and practices attention to detail in all aspects of his dealings with us.
Andrew
Insurance Broker, Hampshire

Since 2013, Alex has helped us to develop a detailed financial plan for our retirement and future family needs. His approach is detailed and rigorous, with a real commitment to developing the best choices for us. He has always been responsive to any of our concerns and to alternative options as they arise. You really need to feel that you can trust your financial adviser, and Alex inspires that trust. With Alex’s continuing friendly and helpful support, we feel much more confident about managing our finances in future.
Nigel
Retired, Surrey

After having some bad experiences with other financial advisors, Alex was brilliant. He actually cared about our circumstances and getting the best possible options for us. Professional, knowledgable and meticulous. We wouldn't stop to hesitate in highly recommending him and now feel assured in our financial matters. They are in safe hands. Thank you Alex Ommanney.
Posy
Voice Over Artist, Surrey

Alex has been my financial advisor since 2009. He has both a friendly and approachable manner and is always happy to answer any questions I may have. His willingness to explain things in laymen’s terms I find particularly helpful. Alex has a very good understanding of the investment options available and relates them well to my particular needs. In short I feel fortunate indeed to have found such a well-informed and patient advisor.
T.M.
Retired, Surrey