Montfort financial adviser, pension transfer specialist and associate director, Alex Norwood, has been awarded a place in New Model Adviser's prestigious Top 35 Next Generation Advisers.

A list of the industry’s leading young financial planners (aged 35 years or under) making their mark on the profession, this accolade is fantastic recognition of Alex’s dedication and hard work. As one of the UK's primary industry titles, read by many and revered globally, Montfort is thrilled with Alex’s highly deserved achievement.

“Congratulations and what an achievement! Alex is a shining example of what today’s young talent can achieve. Continually affirming himself as an outstanding member of the team, Alex excels himself in every aspect of his role”, comments Montfort director Glenys Davies.

“We set the bar very high for Alex from the start to challenge and evolve his proficiency as the top adviser he is today. Alex continues to meet anything thrown at him with an unrivalled professionalism”, adds Glenys.

Since starting at Montfort close to five years ago, Alex has proven himself a key member of the team. Initially a trainee paraplanner, Alex immediately saw his career potential and threw himself into his studies. With support from the Montfort team, Alex developed an unrivalled specialist knowledge and expertise, achieving key qualifications with the CII and other industry bodies.

At the start of 2016, Alex was marked competent by Montfort’s management team to advance as a financial adviser. Managing an extensive portfolio of high-net worth clients with complex UK-based requirements and those seeking technical cross-border solutions, Alex was quick to establish an impressive industry repertoire. Alex passed his AF8 exam in 2018, marking his further succession as a qualified pension transfer specialist to deliver intricate pension transfer reports.

Today, 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 Alex’s attention to detail and high level of customer service. Managing client assets in excess £32 million, Alex is supported by an exceptional team of paraplanners he has devoted time to mentor and upskill.

“This is a huge honour and I am incredibly thankful to both Citywire and New Model Adviser with it a privilege to be recognised with other such leading industry peers and affiliates. 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 and story”, responds Alex.

Will Robins, New Model Adviser's editor comments, “(The list) showcases a profession alive with new blood, ambition and talent, it makes me even more confident of the bright future ahead.”

Congratulations Alex!


As Montfort’s leading financial adviser and pension transfer specialist, Alex can be contacted direct to discuss you or your client's financial planning requirements on alex.norwood@montfort-intl.com; montfort-intl.com