Get to know Alex
At work
Alex has been a financial adviser since 2019, starting his career at David Kneale Financial Management as both an adviser and business manager. Before that, he worked with Porsche and has since advised and managed companies and individuals across various sectors.
He specialises in pre- and post-retirement planning, inheritance planning, and supporting business owners and professionals looking to build and protect their wealth.
With a master’s degree in Business Administration (MBA), Alex combines financial expertise with a practical understanding of business, giving him a well-rounded perspective for every client he works with.
The important details
At home
Outside of financial advising, Alex thrives on hiking, running, skiing, and exploring rugged landscapes, always seeking a bit of adventure and a chance to push his limits. The name ‘Fellmont’ was inspired by his childhood, spent exploring the fells of the Lake District and the mountains of the Alps.
An avid traveller, Alex loves discovering new places and immersing himself in different cultures. His adventurous spirit has also taken him across Europe, competing in multiple trail running ultramarathons that combine his love of sport and exploration.
We were very impressed with the advice we received, particularly in regard to which pensions to transfer and which to leave to mature.
We were given a great deal of confidence by this advice and felt that Alex had our best interests at the forefront of all the advice he gave us.
Jill & Pete Smith
My solicitor introduced me, and Alex Lane has been my financial adviser for several years. I had never used a financial adviser before, and Alex soon put me at my ease.
I was impressed by how clearly he explained my options to me, and I am confident that he is always working in my best interest.
Mrs Liz Gill
I cannot recommend Alex highly enough. Alex has taken over my investments with the same professional, courteous, and transparent advice I have always had.
Alex has recently given me an option for my retirement that I hadn’t considered, and I couldn’t be happier with the outcome. I cannot put a price on the peace of mind it has given me.
Mrs Stones
Qualified Member of the Personal Finance Society (PFS)
Qualifications