Angela has over 30 years’ experience in the financial services industry and has always taken a holistic approach in her advice to clients. This includes retirement planning, investments, protection, and Inheritance Tax mitigation. She has 2 daughters, one of whom lives in Spain, (where Angela lived for 9 years) and the other daughter lives in Florida with her husband and son. Angela enjoys the great outdoors, running, salsa, Argentine tango, badminton, and all types of craft and upcycling projects. She has even been known to do a little DIY and is pretty handy with a power tool!
Chartered Financial Planner
Being in financial services for over 20 years Donna has accomplished many achievements. She is passionate about people and helping them build and maintain wealth.
Her main objective is to get to understand you and your situation. Money is supposed to make us happy and yet the reverse is often the case.
She believes financial planning isn’t just about your financial position right here and now it’s about your long-term ability to do the things you want without compromise.
Outside work she enjoys spending time with family and friends. She is also an honorary Liverpool fan as her husband and children follow them which has brainwashed her. So, although Donna confesses to not being an actual football fan she could hold down a conversation about them.
Josef (Joe) Nero
Joe is a fully qualified and experienced financial planner and has advised individuals and companies for over 10 years. His purpose is to help clients make smart financial decisions about their pensions and investments. His area of expertise lies in building comprehensive financial plans and recommending strategies for investment and pre and post retirement planning. With regular reviews and clear, proactive communication Josef’s clients value that their investment returns are evaluated against their personal financial goals.
Joe is married with two young boys who keep him busy! He enjoys spending time with his family and friends, fishing and playing tennis. He admits to being 50% Swedish.
Karen joined the company in 2020 as an Adviser and has many years’ experience within the industry. A real pensions expert, Karen provides detailed pension analysis to clients, delivering great outcomes for their retirement. This includes presentation of cash flow planning and delving deeply into Defined Benefit and superannuation pension scheme benefits. She is fully qualified and authorised as a Pension Transfer Specialist so she can directly advise on the potential for Defined Benefit Transfers.
Her clients find her ‘family’ approach to planning a specialty with the ability to ensure that they understand what it takes to achieve their goals and ambitions.
Outside the office, Karen is married to Ash and has one son, Jordan, she usually has various building projects on the go and enjoys spending time with her family, three dogs and other animals.
Lee joined us as a Financial Planner in July 2022, where he previously worked as an adviser and in compliance for some national firms for 15 years. Lee takes a very client-centric approach to his role, where he wants to learn about them in detail and ensure that a plan can be put in place to help them achieve their aspirations.
In his meetings, Lee likes to be very visual in his approach through his use of mindmapping, which he believes helps to provide a great snapshot of a client’s circumstances and supplements well with cashflow forecasting.
Lee is currently working towards becoming a Chartered Financial Planner through the CII, having achieved his Level 4 diploma and various other financial services qualifications.
Outside of work, Lee’s biggest passion is football, where he still plays regularly and is a fan of Manchester United. He also likes to go out on his bike, play squash and has recently taken up golf as his football “career” winds down. Lee and his partner, Angela, have two young sons and two Jack Russell Terriers, so they are kept busy!
Ryan has worked in the Financial Planning industry for over 5 years since graduating from university with a degree in Business Management and Accounting. During this time Ryan has expanded his knowledge, gaining valuable experience in all areas of financial planning including investment solutions and complex pension transfers. Ryan has attained his Diploma in Financial Planning and since joining Alexander Grace in 2020 is aiming to reach Chartered level. We are supporting his desire to advise clients and be the ‘next generation’.
Outside work Ryan enjoys attending live music events and keeping fit with football, boxing, golf and the gym.
Sam started his career in the City of London and spent almost 10 years there. Sam and his wife are both originally from Staffordshire and when they decided to start a family, they took the decision to move back to the Midlands. Sam now has two young children, so he is kept him on his toes out of work.
Following the move back to Staffordshire Sam looked to continue his career in Finance and completed his Diploma in Financial Planning and is now close to becoming a Chartered Financial Planner
Sam joined Alexander Grace in January 2023, primarily to help and support the retiring advisers. Sam’s wealth of knowledge and experience he is proving to be a great asset to our clients with more complex arrangements. Also, with the breadth of knowledge that Sam has and his ability to simplify even the most complex of matters in a way that clients understand he is proving to be a great addition to the Alexander Grace team.
Chartered Financial Planner
Simon is a Certified Financial Planner with over 7 years of experience supporting both personal and business clients. Simon has a passion for developing relationships though regular reviews so that his clients achieve both their life and financial goals. His collaborative approach enables his clients to fully understand their financial position so that they can enjoy the benefits of their hard earned money.
Outside of work, Simon is a family man, married to Kerri-Ann and father to George. He is passionate about football, actively following the professional game and also coaching his son’s under-13 team. Alongside this Simon enjoys travelling, attending live music events, cooking, and long walks with the family dog – a Chocolate Labrador called Bobby.
Chartered Financial Planner
Tony is a Chartered Lifestyle Financial Planner and has been advising business owners, trustees, professional and private clients for over 30 years. The principal objectives of a Lifestyle Financial Planner is to help clients identify, achieve and maintain their desired lifestyle, preferably in a tax efficient way involving a combination of tax planning, investment planning and cash flow management.
He has a mature approach, with plenty of all round experience. Having run his own business for well over 14 years, he understands the challenges faced by clients and has a keen eye on tax efficient extraction for Owner/Directors. Tony is a family man, married with three grown up children who have all been through University. He likes to keep himself fit through regular exercise.
We value the experience and expertise that Tony brings to Alexander Grace, highly qualified his clients get a real sense of understanding of their circumstances.
Having been advising clients for many years, Tracy also ran his own business highly successfully. He has been ensuring great client outcomes since starting ‘Bowbrook Investments’ who are now part of the Alexander Grace Group. He has experience with Corporate and individual clients, where his expertise in ‘Retirement Counselling’ has been very successful, helping people organise and ultimately achieve a happy retirement.
He specialises in building risk based portfolios for his clients which have resulted in excellent returns and we are fortunate to have this level of expertise as part of the team.
Being part of Alexander Grace secures the future of Tracy’s clients and provides a ‘local’ feel for them, but with the resources needed to give the outcomes he wants them to have.