Alex Norman-Jones​ - Heritage Financial Planning
Alex Norman-Jones - Chartered Wealth Manager
Chartered Wealth Manager​

Alex Norman-Jones​

I am one of the founders of Heritage and I am highly motivated to deliver bespoke financial planning solutions to my clients.

About Alex Norman-Jones​

My interest in financial markets and investing was sparked after reading about the banking crisis in 2008. I then pursued a Law and Business degree from the University of Liverpool and graduated in 2014. I then went to work for an Independent Financial Adviser (IFA) firm in Cheshire and another firm in Liverpool for the next ten years.

Here I ‘learnt my trade’ and developed the skills in creating financial plans for clients and working towards achieving those goals. I am passionate about personal finance and investing, and formalised my education by completing the rigorous Chartered Wealth Manager qualification to become a Chartered Member of the Chartered Institute for Securities and Investment (CISI). I also hold the Investment Management Certificate by the CFA and along with George, I am qualified to give advice on mortgages.

I was keen to set up my own business that reflected my values and ethos, with a focus on evidence based investing and holistic financial planning. In 2022 I took the decision to leave the comforts of employment to form Fieldway Wealth Management. We then merged the business with George, a friend and colleague of many years who reflects the same values as mine.

Google Rating
5.0
Based on 30 reviews
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We are a family run business of Independent Financial Advisers, that specialises in providing trusted advice from navigating retirement and optimising your income, through to buying your first home. You will always be treated as a person and not a number, with many of our clients having been with us for decades.