Alexander Grace Limited Chartered Financial Planner

Executives

Neil Padget

CEO Alexander Grace Limited
Non-Executive Director – Independent Wealth Planners (IWP)

As a founder of Alexander Grace Limited with Rob King, back in 2000 he has been advising clients of the firm on Pensions, Retirement Options, Tax Planning, Estate Planning and investment. He fiercely defends our ‘Independent’ Status and following the investment from IWP in our firm in 2019 is now driving growth to ensure we can maintain and improve our services to our life blood – clients.

Neil started in Financial services in 1979 aged 17 with Sun Life Assurance and began advising in 1985 as an independent adviser for a number of banks. He remains an adviser, planning financial futures for clients and is doing this more so with the assistance of our other lovely advisers for whom Alexander Grace is a wonderful opportunity.

If asked, he will tell you that he is a passionately a ‘Servant Leader’ which means that all our team are treated with respect in an encouraging and fun environment as after all it is the people that work for us that ultimately help our clients to achieve their ambitions. Essentially, caring about people ensures the best possible results and we get that at Alexander Grace.

We look to acquire other firms to join us and Neil will, with his team ensure that we deliver on our promises to the proprietors/advisers in those firms, to make the journey work for them and to give great results to these firms advisers in the future too.

Family is the driver for Neil with grown up Children and Grandchildren, he loves Aston Villa but secretly supports 2 other teams as usually one wins. Also he plays Hockey at a local club (badly) and enjoys the odd cruise!

Rob King

Executive Director – Alexander Grace Limited
Non-Executive Director – Independent Wealth Planners (IWP)

Rob became a Financial Planner in 1998 having previously held management positions in small business banking. Rob is a founder of Alexander Grace and over the last twenty years has helped many clients position themselves financially for their future.

He is a highly qualified planner who is passionate that clients have straightforward financial planning ensuring a happy and secure financial future. To do this he is an expert on how tax effects the planning and ensuring our clients get the outcome they desire, but also achieves returns on their investments and pensions to outstrip inflation in the medium to long term as a key driver to their success. Rob is the Chairman of the ‘Investment Committee’ which analyses in detail the investments the firm recommends. He advises clients all around the Midlands but his main concentration is North of Birmingham.

Rob is an analytical person who understand business deals, and is critical in formulating the arrangements to help any other firm who wish to join Alexander Grace.

Rob is married with three grown up children and enjoys sport. His interests include DIY and spending time with his family.