Montfort’s Alex Norwood, leading adviser, pension transfer specialist and associate director has been selected as one of the finalists in this year’s Retirement Planner of the Year Awards. This is a well-deserved achievement and, at Montfort, we are delighted that he has been recognised for his dedication and hard work. The awards will be held on 14th June 2019 and we wish him the very best of luck.

This recognition adds to Alex’s accolades which include New Model Adviser’s prestigious Top 35 Next Generation Advisers. Over the past few years New Model Adviser® has showcased young financial planning talent in their Top 35 Next Generation Advisers list. Their standards are high and the Top 35 often demonstrate extra levels of achievement whether that be scooping a top level qualification such as chartered status or carving out an indispensable niche specialism.

New Model Adviser® recently spoke to Alex to ask him for his top tips for aspiring young advisers: “Look after your clients and they will look after you. Doing this will naturally increase your funds under management and number of clients due to word of mouth. Always continue to learn not only by reading, but also learn from the people around you”.

Alex is one of Montfort’s leading advisers with a client base he has nurtured and developed over the years. Alex’s client recommendations and industry referrals are testament to his attention to detail and high level of customer service. Managing client assets in excess £38 million, Alex is supported by an exceptional team of paraplanners which he devotes time to mentor and enhance their skills.

“I am delighted to be included in the finalists of this year’s Retirement Planner of the Year Awards and I am also honoured to be asked by New Model Adviser® for my advice to young advisers just starting out on their journey to help their clients.

Furthermore, I must pay credit to Montfort and its team of directors who have supported and mentored me towards my journey as financial adviser, pension transfer specialist and more recently, associate director to affirm my role in Montfort’s future growth”, Alex Norwood.

To receive expert pensions advice from Montfort’s award-winning adviser, simply call us on 01483 202072 or email and we will be delighted to be of assistance with your financial planning requirements.


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