Alex Wilkins

WORK HISTORY

ABOUT ALEX WILKINS

Am I going to be alright?’ It’s the one financial question many of my clients are ultimately looking to answer. When can I afford to stop working? Will I have enough money in retirement? How do I save and invest effectively for my future? Are my children going to be looked after when I’m gone? I’ve been helping clients answer these important questions for two decades. First across the desk in a bank, now as the Principal of my own practice in the New Forest – Keyplan Wealth. I offer financial advice both in person and online, supporting individuals and families across the UK with: Pensions Retirement planning Investment strategies My approach is strategic, proactive and digital-first. I work particularly with legal professionals – from the early associate stage through to making partner, later career and retirement. My goal is to help my clients design and build a plan that allows them to achieve the financial future they want for themselves and their families. I’m curious by nature and always learning something new – often darting from one hobby to another. Outside of the office, I spend much of my time outdoors with my wife, Laura, enjoying our local beaches and the New Forest. Guiding my clients through the financial planning process is a privilege I\'m proud to continue for the foreseeable future. If you’re interested in learning more about the services I provide, you can book some time in my diary here: https://calendly.com/alex-wilkins/ – The value of your investment can go down as well as up. You could get back less than you invested. Keyplan Wealth is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group\'s wealth management products and services, more details of which are set out on the group\'s website Keyplan Wealth is the trading name of Alexander Wilkins. SJP Approved 30/06/2025